Expert Advice and Portfolio Management
We will work directly with you to design an investment strategy aligned to meet your needs both today and into the future. By understanding and assessing your risk tolerance, we will determine the right asset allocation, and implement your portfolio strategy. As our team also believes in staying on top of evolving changes in your life and in the markets, we will meet with you on a regular basis and adjust your portfolio accordingly.
We offer experienced, integrated wealth management advice to enable you to plan wisely for retirement, maximize your income stream, and enjoy the wealth you’ve worked long and hard to achieve.
As a Chartered Investment Manager (CIM®), I provide tailored wealth solutions to high-net-worth families, business owners and professionals – leveraging a sophisticated blend of quantitative and qualitative data to generate high-quality asset allocation, tax strategies and overall portfolio return. Our team takes a disciplined approach to equity selection, helping you achieve your long-term financial goals.
We begin by refining the universe of investable stocks – employing macroeconomic filters, fundamental and technical research, and finally applying factor analysis and rankings construction. Our structure eliminates bias and cognitive error from the process, while also giving you the freedom to refocus on your core strengths.
I am also actively involved in the community as a Board Member for the Alberta Ballet, and for the UofC Dino’s Tennis Society.
Leading Investment Strategy
In-house analysts provide coverage of global markets and construct efficient portfolios using industry-leading research from the Raymond James Research team.
Comprehensive Wealth Planning
Our financial planners come from a variety of disciplines and help with complex issues when developing your wealth management plan.
Dedicated insurance specialists assist with strategies that complement your overall wealth strategy and provide asset protection.
Tax and Estate Planning
Qualified and experienced in-house tax and trust services expertise helps identify opportunities to reduce taxes and provide for the tax efficient and orderly transition of your estate.