Comprehensive financial expertise and personalized service

Building and managing your wealth

Serving a select group of discerning professionals, business owners and affluent families in Edmonton and Vancouver, I provide discretionary portfolio management and venture financing opportunities. Following a service model approaching that of a family office, I act as my clients’ single point of contact, co-ordinating their team of advisors to simplify and streamline their finances and lives. I am distinguished by my unique combination of skills as a financial analyst and commitment to delivering sincere, tailored and attentive service.
 


Train arriving, symbolizing timely insights

Market Research

Get the latest market insights and trends from our internal research experts.

Market Ethos - 28 September 2026

Turning up the heat

Yields are up and markets don’t seem to be bothered, mainly because this yield move is being driven by the good news story of stronger economic growth.

Read more

Investor Strategy - September 2026

Back to the drawing board

Global equity markets moved higher in August following a strong corporate earnings season. Despite solid performance, are we leaning more defensive as markets head into the more challenging fall season?

Read more

Wooden walkway over windy field

Tax & Estate Planning

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

Estate planning

Joint ownership: helpful or harmful?

Understanding joint ownership and getting the right advice can help you avoid surprises, complications, and costly mistakes in your estate plan.

Read more

Daily market commentary - The Launch Pad