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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Business owners & Executives

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Retirement planning

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Recent Insights

Rally realities

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.

How lowering the number of non-permanent residents will impact Canada’s economy

Federal government efforts to limit non-permanent resident arrivals will likely slow the pace of gross domestic product growth in 2025...

2024 earnings: The likely convergence of the “haves and have nots”

As all eyes focus on Q1 earnings results, we think the full-year earnings growth trajectory is more important. Growth rates for the Magnificent 7 and non-Mag 7 stocks are expected to converge, but some earnings risks remain.

High expectations for U.S. equity markets

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet.