Who I help:

Everyone is different. Each of you has a unique set of needs. But a common thread is the need for ongoing, qualified, professional investment guidance.

Here are some examples of the people or organizations that I currently help:

  • Not-for-profit organizations
    • Foundations
    • Endowments
  • Cross Border families
    • Canadians living overseas
    • US residents
    • US persons living in Canada
  • Family offices
  • Entrepreneurs
  • Senior Executives
  • Spanish speaking residents of Canada