Our approach

I have the expertise to provide advisory services that encompass your total financial spectrum, including long-term wealth management; short-term cash flow to fund your day-to-day lifestyle or large purchases; insurance^†; and estate planning, succession and other multi-generational financial solutions.

By getting to know all about you, your family and your family dynamics, I am able to provide the ideal financial solutions for your unique circumstances. Before I make any recommendations, I learn what is really important to you — both as an investor and as a person. Once I fully understand your unique needs, I can create a comprehensive financial plan that drives everything.

Alternatively, if you represent a non-profit organization, I will become familiar with your needs for cash flow and disbursements, and work closely with your Board of Directors to manage your foundation investment portfolio.

You may have a team of professional advisors, such as lawyers and accountants or estate planners; I would be pleased to liaise with them or recommend top experts from my roster of contacts to ensure you have a robust and appropriate estate program in place.

I perform astute asset allocation to determine the correct balance of stocks, bonds, cash and foreign equities. Using a very disciplined portfolio construction tool, and institutional-grade screening systems that analyze stocks based on their valuations to create targeted buy and sell lists, I build your portfolio according to your needs and risk tolerance. These tools are highly-sophisticated, institutional-grade systems that are usually reserved only for large investors such as pension funds. 

^†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.