My approach is always goal-based. By understanding your circumstances, needs, and financial planning priorities, I offer investment strategy recommendations and will build a diversified, tax-efficient portfolio to capitalize on the best investment opportunities for you.
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Innovative, transparent and productive investing cannot happen without a strong advisor-client partnership. I employ sophisticated strategies to minimize risk and ensure steady returns.
As a discretionary Portfolio Manager, I also provide financial planning, estate planning and insurance solutions, as well as strategic options for families and businesses.
Market Research
Insights
Get the latest market insights and trends from our internal research experts.
Market Ethos - January 12, 2025
Ethos rewind: the year’s biggest themes
The world knows that we have too much oil; the market knows this, the forward energy curve knows this, and hence oil is trading where it was five years ago.
Investor Strategy - January 2026
2026 Outlook: Questions on the year ahead
We could argue a Santa Claus rally seems unlikely, considering it appears Santa came really early this year and already dropped presents into investment accounts.
Tax & Estate Planning
Strategies
Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.
Taxes
Understanding the Alternative Minimum Tax (AMT)
The Alternative Minimum Tax’s (AMT) scope is expanding, and it could impact more Canadians than ever before.