Providing personalized and pro-active investment guidance since 1998, my well established practise helps successful families and professionals preserve and rationally grow their wealth. My predisposition to a conservative investment style is well suited to these turbulent times marked by slow growth, global-deleveraging, and recurrent recession concerns. To continue to provide top calibre personalized service, my practise is purposely limited in scope to no more than 100 families. As such, new families are welcomed largely through referral and are typically seeking help managing portfolios in excess of $1 million. If a casual referral has brought you to this introductory page, or you have happened upon it by chance, and you would like to learn more, feel free to call or email me - or my Associate Brenda Goertzen - via the contact information provided. Every attempt is made to personally answer phone calls during normal investment hours (until roughly 3pm in the afternoon), and all emails are responded to immediately if received during working hours. Thank you for your interest.