Our most treasured asset is our clients’ trust


Welcome and thank you for your interest

We help create financial security and peace of mind for individuals, families and business owners. We accomplish this by providing our clients with a high level of service that meets or exceeds their expectations. Investors benefit from our customized approach to managing their wealth because it helps address their current financial needs and achieve their long-term goals.


Investment philosophy

We believe the most effective way to capitalize on positive market trends is to maintain a diversified portfolio of equity asset classes, fixed income, and cash given our client's risk tolerance, time horizon, and financial goals


Global Insight Monthly

Global Insight Cover Image - April 2024Interest rate mood swings

As the year progresses and the season changes, so too have some central bank rate cut expectations. We explain how investors should proceed.  Read the Global Insight Monthly »

Take the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you.  To set up a consultation, please contact me.

Latest Insights

Commuters on a train

A return to yield curve normalcy?

The ongoing yield curve inversion appears out of line with record equity markets and robust commodity pricing. We look at some reasons investors are accepting lower yields on longer-maturity bonds.

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