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Portfolio Manager
We are a team of experienced and competent investment professionals, who believe that principles of accountability and transparency are always the best policy in regards to working with clients.
It is our responsibility to discover the utility of our client's capital and then implement the most prudent structures to sustain their wealth over time. The investment approach is intuitive and adaptive rather than fixed and mechanistic.
The great secret for long term investing is to avoid serious losses. Managing market risk is the primary objective of investment management.
The U.S. central bank is an incredibly powerful institution that can exert influence on essentially any U.S. dollar-denominated asset. However, we believe the Fed is also widely misunderstood.
We analyze the proposed federal budget measures, and the effect they may have on Canadians and their families.