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 - December 1, 2025
Laggards need to join the party
The TSX may enjoy solid returns in 2026, but it is going to be tough given valuations. To keep the party going, some of the laggards, namely Energy and Industrials will likely have to start contributing.
Investor Strategy - December 2025
Finish line in sight
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.
Understanding the Alternative Minimum Tax (AMT)
The Alternative Minimum Tax’s (AMT) scope is expanding, and it could impact more Canadians than ever before.