Through a deep understanding of my clients, I provide custom wealth management solutions

I help high-net-worth individuals, families and fisheries achieve greater peace of mind and financial confidence by providing a Private Investment Management approach that is tailored to their unique needs and goals. Leveraging decades of market experience, I help my clients grow and protect their wealth so that they can focus on what matters most to them.

Private Investment Management

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Intergenerational Wealth Transfer

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Business Owner Solutions

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Recent Posts

Fed rate cut buys U.S. time, but no quick fix to debt

One clear winner from the Fed’s 25 basis point rate cut was the U.S. Treasury, which can roll over maturing debt at lower costs. Lower rates alone, however, are unlikely to make the country’s fiscal policy sustainable.

Five disruptors to the U.S. economic cycle

The U.S. economy seems in many ways an anomaly. Interest rates are, by many measures, in “restrictive” territory, and yet the unemployment...

Canada’s housing markets are slowly but unevenly getting busier

There was further evidence of a recovery is taking hold in many housing markets across Canada in August, but local price trends still...