Advisor

Eighteen years ago, I started working on Bay Street, and have seen the housing bust of the early nineties, the Russian default of 1998, the tech bubble, the bear market of 2002, the income trust scare, and finally, the sub-prime fiasco and its ensuing world financial crisis. Every time these unnerving events happen, there are lessons to be learned and returns to be made. I have learned my lessons and grown my portfolios and would like to invite you to take advantage of my valuable experience.

Both as an advisor and as an individual, my approach is always to strive for the best. With a passion for the business, a talent for getting results in unconventional ways and a Ph.D. in economics, I seek clients who are smart, curious, analytical, and open to new opportunities within the framework of a conservative, disciplined money management strategy.

Having lived and worked in the USSR, India and Canada, and having founded and operated my own successful international consulting firm, I have a clearer picture than most advisors of the global and business forces impacting your investments. Today more than ever before, an international perspective is essential to ensure your financial success.

As an economist, I offer you a more profound understanding of the trends, processes and cycles that impact your portfolio. My facility with and respect for research ensures you will benefit from knowing that I perform my own fundamental and technical analytics, and know how to apply them. My broad knowledge of economics enables us to see the bigger, broader picture — the entire context within which we are investing — and to understand the forces that influence your returns.

When we stand back and see the whole world, we understand what the herd is doing. Herds often trample themselves; yet, if you move against them, they can trample you. I can help you to get ahead of the herds and stay out of their way to arrive at your objectives, safely.