Senior Investment Advisor

B.Comm. (Hons)

CIM®

We manage your wealth with discipline and dedication.

We are a team of wealth professionals dedicated to helping you make the most of your personal wealth.

Our disciplined, process driven approach to wealth management is based on years of experience working with clients in wide-ranging wealth and lifestyle circumstances. Our goal is to simplify the complex, and help clients make sense of their financial lives.

We believe the surest path to success is the one we take together - a journey focused on your values and striving toward your ideal financial future.  We use a proven approach including uncovering your unique wealth personality, creating a disciplined investment strategy and completing your customized wealth plan.

We are detail-oriented and laser-focused on making sure every aspect of our wealth strategy is appropriate now, and in the future as your needs evolve over time. We recognize that growing and protecting your wealth is the cornerstone of your lifestyle and everything we do is based on you and your needs. We're determined to build a long-term relationship with you - one which emphasizes trust, honesty and clear communication.