Our services

As your Investment Advisor, I will dedicate myself to your unique needs, take the time to understand your objectives and provide you with sound, practical guidance to serve your best interests. Following a careful assessment of your financial objectives — considering income versus growth, risk tolerance, tax minimization, time horizon, among other factors — I will determine a suitable structure for your investment portfolio.

I will then construct and manage a balanced portfolio for you through a proven, disciplined approach, advising you on the selection of specific securities or funds, and drawing on the recommendations of Macquarie’s award-leading research analysts and in-house investment strategists.

My service plan involves regular contact through telephone and email and periodic performance review meetings. I write my own quarterly newsletter entitled Personal Insights and post a weekly investment commentary to my personal website.

My clientele can generally be segmented into three main categories. One is business owners and professionals, particularly from the medical community — educated investors who value advice and enjoy being involved in their financial decisions. Another is retired singles or couples, who need to generate tax-efficient income and understand the significance of effective risk management. And the third is pre-retirement families who are inheriting wealth or needing assistance with planning and growing their capital for their retirement years.