The best returns are more than financial


Strategy. Execution. Success.

My team works with families to identify and to achieve their goals and objectives. Our clients view us as trustworthy, knowledgeable advisors that work vigorously to improve their situations.

Our value system is the cornerstone of each of these relationships. It’s based on the stewardship values embedded in the culture of RBC (Royal Bank of Canada). As a client, you can expect our team to put your interests first, to be treated with honesty and respect, to receive complete transparency and to be supported by the strength and stability of the Royal Bank of Canada.


GI Monthly CoverThe election effect

Will the U.S. midterms be a pivot point for equities? We examine historical performance surrounding such elections, and what that may be signaling for this year and next. Read the full economic outlook in the latest edition of the Global Insight Monthly.

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

Cars parked under solar panels. (Global Insight)

How solar can brighten investment portfolios

A cheap and emissions-free technology, we shine a light on solar’s potential and how investors can look to tap into this growth opportunity.

Read more