As a Market Leader and Senior Investment Counsellor, my mission is to help you achieve your wealth goals with specialized, independent investment advice and an effective portfolio management.

My approach helps ensure my clients’ portfolios are well diversified and have exposure to not only a broad range of asset classes and securities, but also to a variety of investment styles and money managers from around the world.

The core of my investment philosophy is to strive for the right balance between safeguarding wealth and prudently increasing it.

• In the financial services industry since 1987
• Chartered Financial Analyst (CFA)
• BA from the University of Western Ontario
• Serving clients in English