Welcome to our team website

We believe the most effective way to capitalize on positive market trends is to generally be fully invested across a broad and diversified range of equity asset classes, while also incorporating fixed income, alternative assets, and cash in smaller proportions as appropriate given my client’s risk tolerance, time horizon, and financial goals.

Helping you achieve financial success!


Global Insight 2018 Outlook

What will an easing of central bank stimulus and an anticipated upswing in global economies mean for your portfolio? We take a look at the macro trends – from debt threats and cryptocurrencies to technology in healthcare – and how they could impact your investment decisions in 2018. Read the full economic outlook in our Global Insight 2018 Outlook.

Volatility is back: What the selloff means

While the market’s swoon was jarring, we believe investors have time to be patient and make portfolio decisions in line with long-term goals. Read more.

Global Insight: The year of the tariff

Markets have been re-introduced to volatility this year by way of a barrage of macro risks. Protectionism is one of the most cited culprits. RBC Global Asset Management’s chief economist looks at how the “year of the tariff” could play out.  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 our approach, we would love to hear from you.  To set up a consultation please contact us.

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