Guiding you forward

Our mission is to simplify the complexities of managing your wealth through a disciplined process.  Whether you’re an entrepreneur selling your business, a professional hockey player making life changing financial choices, or a corporate executive with questions about your compensation plan, we have the resources and expertise to help you make informed decisions.  We will work with you to develop a customized investment and wealth management plan based on your specific needs, wants, and wishes.  Teamwork and transparency are the pillars of our process.  We will coordinate closely with your outside advisors, specifically accountants, lawyers, and agents, to help you establish a seamless wealth plan that can span generations.

 

 

How I can help

• Building wealth — I can help you invest for retirement and other future financial goals.
• Preserving wealth — I offer a broad range of protection strategies to help you feel confident about your future financial security.
• Enjoying wealth — I can help you manage your cash and create a steady stream of income, as well as take advantage of innovative credit and lending solutions.
• Sharing wealth — I can help you create a meaningful legacy by helping you provide financially for the loved ones and causes you care about.
• Business wealth management — I provide investments, retirement plans, credit solutions and insurance products to help your business accomplish a wide variety of financial objectives.

 

Global Insight Monthly

Global Insight Cover Image - Feb 2024The death of (traditional value)

Read the Global Insight Monthly »

Latest Insights

Positioning for inflation shocks

Feb 15, 2024 | Sean Killin |

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

Read more

Learn more about me

Read my biography and experience here.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields

Bulletin Board