Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
I help create financial security and peace of mind for individuals and their families. I accomplish this by providing my clients with a high level of service that meets and often exceeds their expectations. Investors benefit from my customized approach to managing their wealth because it helps address their current financial needs and achieve their long-term goals.
The federal government’s debt has doubled since 2015 – and shows no signs of turning around. Read the Midyear Outlook »
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.
May 20, 2022
Social Security fundamentals
Recession risks have risen slightly as labour markets in the U.S. and Canada have cooled. We’re not past the point of no return, but investors should evaluate defensive options in their portfolios.