A focus on family, a disciplined wealth approach

Financial confidence can only be achieved with a foundation of knowledge, vision and support. I take great pride in delivering all-encompassing wealth strategies that will lead to greater peace of mind for individuals and families balancing a wide range of needs and assets.

Recognizing that true wealth is built through family legacy and long-term planning, I am committed to building meaningful, lasting relationships with clients and their families that endure through generations. I offer a disciplined approach to portfolio management for multi-generational families, business owners and high-net-worth individuals seeking long-term wealth planning. My clear, objective and forward-looking methodology is tailored to my clients’ unique goals.

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Individuals & Families

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Recent Insights

Debunking debt disaster

Myths may be important to folklore, but they’re not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt.

The price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a re

Draghi: Europe, time to press ahead

Mario Draghi recently submitted a comprehensive report addressing the EU’s loss of competitiveness. We examine the feasibility of his ambitious plan and the potential implications for portfolio positioning.

Three reasons why 2024’s 2% inflation isn’t 2019’s 2%

Canada is back at 2% inflation, but it’s too soon to pop the champagne. What’s driving prices now looks very different from before the pandemic.