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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.
The Nikkei 225 recently climbed past its all-time closing high. We explore the factors behind investors’ enthusiasm and explain why a disappointing macroeconomic backdrop is not seen as obstacle.
Canadian inflation outlook still murky but January CPI growth slowed Year-over-year CPI growth slowed to 3.2% in January from 3.4%...
Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.
It may be the unusually mild weather or the modest drop in fixed mortgage rates since November—or both—but Canadian house hunters have...