Senior Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus
I help clients to accumulate and conserve their wealth through a combined quantitative and qualitative approach that looks at both immediate and future income needs. My goal is to understand their entire financial picture to help them meet these needs, have an enjoyable retirement and build an estate to pass on to their heirs.
The federal government’s debt has doubled since 2015 – and shows no signs of turning around. Read the Midyear Outlook »
June 1, 2023
Global insight weekly
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.