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Senior Portfolio Manager
I am committed to acting in the best interests of my clients and offering the highest standard of expertise and experience that my clients have come to value over the years. As a part of my process I build partnerships with my clients by providing a full range of financial solutions tailored to suit their specific financial goals and objectives.
Trust is the foundation of client relationships and it has to be earned. I will take the time to get to know you and your unique financial situation, and will help you understand your existing holdings.
Learn more about our team. Or call me at (250) 356-4824.
I work with individuals, families, small business owners and corporations to assist with wealth preservation, wealth transfer and philanthropic goals to ensure their wealth is maximized for today and for future generations.
Wealth management extends beyond investment advice and money management. It helps you protect your lifestyle, manage your nest egg, plan your retirement and create your legacy. Using this approach I will guide you and your family through each life stage by helping you understand the various financial issues, concerns and opportunities you face.
The U.S. central bank is an incredibly powerful institution that can exert influence on essentially any U.S. dollar-denominated asset. However, we believe the Fed is also widely misunderstood.
We analyze the proposed federal budget measures, and the effect they may have on Canadians and their families.
It’s been a nearly unprecedented winning streak for U.S. stocks. But in this heady atmosphere there are vulnerabilities to keep top of mind. We dig into these, and how to position portfolios to balance the risks and opportunities.
