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

Tariffs: A revenue win—but not a deficit fix

After a year of uncertainty, tariff rates have stabilized at lower levels than feared—and become a significant U.S. government revenue source. We assess the tariff landscape ahead of the Supreme Court’s important ruling.

Can Europe meet the moment?

The euro area defied expectations in 2025, delivering growth amid a challenging environment. Yet beneath this resilience, Europe has started to redraw its economic and strategic maps.

Supply surge keeps Canadian house prices on a downtrend

Supply-demand conditions weakened further in most large Canadian markets as January unfolded. Potential buyers remained cautious despite...

Trump Warshes his hands of Powell

President Donald Trump’s campaign to get rid of Fed Chair Jerome Powell culminated in the most likely outcome—simply nominating a replacement. With Kevin Warsh on track to be the next chair, we look at the potential economic and market impacts.