Who I help:

Everyone is different. Each of you has a unique set of needs. But a common thread is the need for ongoing, qualified, professional investment guidance.

Here are some examples of the people or organizations that I currently help:

  • Canadians living overseas
  • US persons living in Canada
  • US residents
  • Foundations
  • Trusts
  • Charities
  • Not-for-profit organizations
  • Entrepreneurs
  • Creative Individuals
  • Senior Executives
  • Retirees or pre-retirees
  • Heirs to large inheritances
  • Spanish speaking residents of Canada