My unique services are customized to help you and your family achieve your financial objectives through a highly personalized process. I can provide third-party managed portfolios for equity and fixed income investments, or administer your investments directly — depending upon your preferences. Retirement and estate planning, including insurance† strategies, are integral components of my total solutions approach to investment management.
†Insurance products and services are offered by life insurance licensed Advisors through Macquarie Insurance Services Ltd., a wholly owned subsidiary of Macquarie Private Wealth Inc.
My goal is to keep your wealth strong by combining sound investment advice with unparalleled personalized service. As one of Waterloo’s leading Investment Advisors, I provide the discipline and experience required to help conservative investors enhance their assets, leave a handsome legacy and protect their estates for future generations.