We offer a dedicated team of Investment Advisors and Portfolio Managers, each utilizing a comprehensive approach to develop personalized solutions for our clients, including:

• Detailed Analysis: A thorough examination of your current financial situation.
• Asset Allocation: Strategic distribution to optimize portfolio performance.
• Portfolio Design and Management: Tailored strategies to meet your unique objectives.
• Ongoing Monitoring: Continuous assessment and adjustments to align with your goals.
• Comprehensive Reporting: Transparent insights into your investment performance.

Our team may provide personalized plans as a value-added service, complementing the investment advice. This collaborative approach helps identify goals and ensures an effective strategy is in place to achieve them. 

Investment Management

Exchange Traded Funds (ETF’s) are the core building blocks for most portfolios I construct. ETF’s offer low costs, liquidity, diversification, transparency and tax efficiency. We can add in individual securities (stocks and bonds), mutual funds, GIC’s and high interest savings options as needed. Based on your objectives and risk tolerance, we fit the appropriate investments within a personalized asset allocation framework. Partnering with an independent firm is important to me as it helps to avoid conflict of interest from third parties and allows for objective advice in your best interest.