With twenty years of experience in international investing and a talent for helping people define and achieve their financial goals, I provide astute leadership to help my clients preserve and enhance their capital. Working with a varied clientele of business owners, families and small international institutions, I customize my services to each investor’s unique needs and preferences.
What truly sets me apart is my depth of knowledge, years of experience and academic credentials combined with the sensitivity and compassion that I bring to my work. My specialty is helping people understand their wealth and pass it to their next generation seamlessly and cost-effectively. I also specialize in assisting Latin American investors and those who are new to Canada.
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