A Wealth Manager's fundamental responsibility is to listen

The best strategies start with understanding objectives.

Listening is perhaps the most important job of a successful wealth manager. Not just to the markets, but to you. I take the time to understand what you want to accomplish with your wealth for you and your family. Whether you want a life of legendary adventure; a quiet, cozy retirement; or make a meaningful difference in your community, the right strategy will align with your values, your life objectives, and your dreams. 

Discipline. Passion. Accountability.

Professional wealth management is about managing your investments, mitigating tax, helping you plan for your retirement, protecting your financial security and planning your estate. With a disciplined approach to asset management, specialized high net worth solutions , a passion for creative problem solving, and the vast resources and knowledge of Canada’s leading wealth management firm, I would love to discuss how I can help you manage your wealth.

Latest Posts

Cybersecurity and Your Wealth

Mar 01, 2022 | Riley Otto

With The Canadian Centre for Cybersecurity stating that 2 out of every 5 Canadians report having been the victim of a virus, spyware or malware, and 26% having been victim to an e-mail scam, the threat of cybersecurity is real and rising.

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Active vs Passive Investing

Nov 04, 2021 | Riley Otto

There has been increasing discussion in recent years about whether active or passive investment management "wins out" in the long run.

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Who's Right About Inflation?

May 27, 2021 | Riley Otto

Over the past several months, inflation has been on the minds of many investors. While lumber, gold and copper prices skyrocket, central banks including the US Federal Reserve and Bank of Canada ensure us that inflation will be "transitory".

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