I have many years’ experience in providing wealth management both north and south of the border. One of the many reasons I enjoy working with Macquarie Private Wealth is that it has a powerful platform for both my Canadian and US investors.
Fully versed in the securities regulations of both countries, I specialize in providing investment solutions to Americans who are moving to Canada and Canadians who are moving to the US. I can help you take your assets with you when you move rather than leaving them behind.
With my Canadian Investment Management (CIM) designation, I am qualified to manage money as an Associate Portfolio Manager on a discretionary basis for my Canadian clients.
Review the benefits of my non-US dollar portfolios.
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