Who I am
With more than a decade of investment management experience I manage a global business, primarily working with clients in the U.S. and Canada. I am committed to delivering world class investment solutions and exceptional service. I pride myself on developing meaningful relationships where I can make a significant impact in the lives of my clients and their families.
What I stand for
I am dedicated to your financial well-being and have a passionate desire to participate in a more comprehensive and strategic role in my clients’ financial lives. As a CFP® professional, I believe in taking a holistic approach to wealth management – I must fully understand your lives, goals, and special circumstances before making any investment decisions. This can include family dynamics, sources of wealth, goals, ambitions and charitable inclinations.
What you can expect
I work hard to cultivate long-lasting relationships based on respect, trust and a deep knowledge of each client’s goals and the circumstances of his or her financial life. From growing and protecting wealth to producing retirement income or creating your legacy, my approach integrates your objectives into a personalized plan that can be updated as life changes occur.