First Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus
I provide specific investment guidance that tailors current market conditions to a client’s goals and needs. My recommendations consider the risk tolerance of clients and match them with the proper investment choices that will move them to their goal whether that goal be capital appreciation, income or both. Before implementing any investment strategy, I take into consideration the overall outlook for the economy as well as the current stage of the market cycle in order to minimize timing and valuation errors.
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 my approach, I would love to hear from you. To set up a consultation, contact me.
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.
May 20, 2022
Interest rates will … fluctuate; your investment strategy shouldn’t
May 10, 2022
Social Security: At a glance
June 1, 2023
Global insight weekly
May 26, 2022
Solutions and services overview