As a Chartered Investment Manager (CIM®) and former analyst, I build tailored wealth solutions for high-net-worth families, business owners and professionals. My international experience, years of portfolio management and excellent research give my clients access to expert advice, which generates high-quality asset allocation, tax strategies and overall portfolio return. I take a disciplined and structured approach to planning for your long-term goals, which provides you with peace of mind and allows you to focus on living your life and doing what you do best.
Community Involvement
Over the years I have been an active member of the arts community in Calgary, serving as a Board Member of the Calgary Opera (2021-14) and the Alberta Ballet (2015-2021),
I am also actively involved in the sports community as a Board Member for the UofC Dino’s Tennis Society.
The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.