Building strong, long-term relationships

Value Statement

I help clients achieve their investment objectives by formulating and implementing customized wealth management programs and investment strategies that most suitably meet their individual needs, including preservation of capital, maintaining growth, and protection of intergenerational transfer of wealth. I am dedicated to building strong, long-term client relationships based on servicing accounts in changing social and economic conditions, both good and bad. I accomplish this by applying a comprehensive approach utilizing:

  • Tax and estate planning
  • Personalized retirement preparation solutions
  • Charitable planning strategies
  • Specialized college planning
  • Lending services provided by the AA rated RBC Global Private Bank
  • Alternative investment management in association with RBC Capital Markets

Retirement income planning

If you're like many investors, preparing financially for a comfortable retirement is an important goal. However accumulating wealth is very different than "de-cumulating" wealth to create income. Whether you are already retired or retirement is a future dream, check out our retirement income planning fact sheet to learn what you need to know to enjoy financial security during retirement. Call me today to discuss how we can put the steps into action for you.

Political reality checks

As the U.S. elections approach, we look at how the candidates’ policy prescriptions could play out under the most plausible election outcome scenarios, and highlight the checks and balances that could limit the impact of politics on financial markets. Read the full economic outlook in the latest edition of Global Insight.


Taking 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 my approach, I would love to hear from you.  To set up a consultation, please contact me.

Latest Insights

Big Tech is driving the market’s gains: What it means

The five largest stocks in the S&P 500 have accounted for a disproportionate share of stock market returns for some time now. How concerning is this?

Read more

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