For more than 30 years, I have been sharing my investment knowledge and financial planning expertise with Canadian families, professionals and small business owners. I have guided clients through many market cycles, always emphasizing wealth protection, capital preservation, tax efficient income generation and long term growth.

We provide wealth management services:

  • Investment Strategy and Second Opinion Review – we offer a choice or blend between fee-based investment management and transactional brokerage services
  • Advanced Planning – we build easy to understand financial plans that integrate retirement cash flow, insurance, estate planning, charitable giving, business succession planning,etc.
  • Relationship Management – we work closely with each client’s team of advisors, such as accountants and lawyers, to achieve specific objectives and outcomes.