I help my clients to protect and grow their wealth.

My team and I take a planning approach to understand where our clients are now, where they want to go, and what needs to be done to get there.

The plan clearly illustrates where we are in the present.  By changing certain variables, we can explore varying future scenarios.

The investment portfolio is a key component.  At the core of the portfolio is the Investment Policy Statement (IPS).  This sets the objectives for how the portfolio will be managed.  Proven, professional third party asset managers are chosen to drive specific areas of the portfolio in order to optimize returns, while mitigating risk.

For families and individuals, wills and estate plan reviews are conducted with our in-house legal and tax planning advisors.  We help you to organize your plans, and put key components in place to protect you and your family.

Our main areas of focus are high net worth families, cross border families, and not-for-profit organizations.

Planning for the long term gives you a much clearer perspective on what needs to be done now.  Our planning approach helps our clients protect and grow their wealth for their future, and for future generations.

 

UPCOMING CONFERENCE CALLS: Please see events tab for US and Canadian Economic Outlook conference call series dates and times