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Portfolio Manager & Investment Advisor
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.
With a second Trump administration in the U.S. eyeing an ambitious agenda and trade tensions coming to the fore, how should investors...
Learn what’s on the horizon for markets and the Canadian dollar—and discover four interesting investing opportunities.
Despite potential headwinds, we are generally constructive on Canadian markets, though we expect less outperformance in credit.
How can investors separate the policy changes that are likely to really matter for the economy from those that get a lot of press but may not have the most traction?
