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Portfolio Manager & Wealth Advisor
You are 100% unique ... from the way you live your life, how you run your business, to the dynamics of your family and your dreams for your future. That is why our multi-disciplined wealth management team has developed and refined a process that revolves around you. We will take the time to ensure we have a clear understanding of what is important to you, who is important to you and where you are ultimately trying to go before we start establishing your wealth plan as we are here to build a trusted long lasting partnership with you.
Our clients receive full access to our comprehensive wealth management services which include:
Life can get complicated but your personalized wealth plan does not have to be. Let our knowledgeable team help bring simplicity and clarity to you and those you care about today and in the future.
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This unique period’s headwinds are flummoxing investors. Ironically, when sentiment decidedly sours, that’s usually not the time to give up on the market.
We expect higher interest rates, both in Canada and abroad, will ultimately begin to cool demand and price pressures as the year progresses.
A discussion of the outlook for inflation and its impact on the broader economy and markets, as well as an update on our recession scorecard.
Today’s peculiar challenges are well outside the scope of a normal business cycle. We size up the situation and the prospects for equities from here.