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 - April 2024High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »

Latest Insights

Federal Reserve building with dramatic lighting

Don’t fight (or fear) the Fed

Apr 18, 2024 | Atul Bhatia, CFA |

The U.S. central bank is an incredibly powerful institution that can exert influence on essentially any U.S. dollar-denominated asset. However, we believe the Fed is also widely misunderstood.

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Learn more about me

Read my biography and experience here.

Let's start the conversation

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