Our vision

More than wealth management.

A wealth of ideas.

Just as smart investors know that it is wise not to follow the herd too closely, I advise my clients not to behave in a way that is closely correlated with the masses.

Today, we see fewer employers offering pensions, and the few pensions that do still exist often go bankrupt. It is well known that government pension plans provide only a small fraction of what people actually need to live comfortably. Yet many Canadians — about one third — haven’t even considered putting money aside for retirement. The majority only start an investment plan around the age of 40 and then commit far too little time and money to it. Afraid to lose any of their capital, they invest in GICs or savings accounts, which yield poor returns.

The fact is that people who are starting to plan for retirement need to be extremely savvy about investing their capital. They have a long enough time horizon to achieve growth, but need the guidance of an experienced advisor with the finest resources at his or her disposal to minimize risk and make the most of the time that remains to compound their assets.

As an experienced and knowledgeable Investment Advisor with Macquarie Private Wealth, I have the acumen, global resources and strong financial backing to deliver sound, strategic investment leadership using a variety of proven tools and resources to families and small business owners.

My clients know that I have a sound plan in place to satisfy their financial goals and needs, so they can relax and concentrate on living long and inspired lives.