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Welcome

I provide comprehensive financial solutions for individuals, family offices and small institutions. These solutions include: asset allocation, estate planning, retirement planning, and liability management. It is my belief that accountability and understanding is at the core of every successful investment plan. My goal is to help you create a plan that incorporates these elements and enables you to meet your financial goals.

On the fast track: Digital transformation in the era of COVID-19

The COVID-19 disruption has hammered home that necessity is the mother of invention. We asked Mark Mahaney, top-ranked internet analyst from RBC Capital Markets, what impact the COVID-19 crisis is having on the internet sector. Read the full economic outlook in the latest edition of Global Insight.

 

Please contact me to discuss your present situation, discuss your retirement income planning, or review your current investment portfolio in more detail.

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"History cautions that people experiencing long periods of relative stability are prone to excess." —Alan Greenspan (February 16, 2005)

Latest Insights

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The resilient Health Care sector in an election year

Jul 06, 2020 | Gopa Nair, CFA

We examine investment themes we think are supportive of the sector’s long-term growth prospects regardless of the policy environment.

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