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Portfolio Manager
John works with clients to uncover opportunities to build and protect wealth and ensure clients are confident they are on track to achieve their financial goals. Minimizing taxes and safeguarding wealth are at the forefront of strategies for those both nearing retirement and actively retired. The holistic approach to wealth management ensures each client has all their needs covered in their bespoke wealth plans.
Meet our team
The greenback’s volatile year underscores the interplay between cyclical drivers and longer-term valuation challenges—factors that could have implications for global equity leadership.
We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.
Overall, the story of Budget 2025 is as expected. There is big new spending and deficits that would be even larger without review savings...
We outline some of the proposed federal budget measures, and the effect they may have on Canadians and their families.
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