Stemming from my extensive financial training (i.e. M.B.A. Finance, 5 Years Corporate Finance), over my 28 years serving retail clients we have always focussed on a strategic based approach. This includes:

  • Financial Planning

  • Insurance Planning

  • Tax and Estate Planning


HOWEVER:  When our clients are asked what unique value we bring, they state  "INDEPENDENT THOUGHT AND ACTION"

In this age of overwhelm, I regularly block time in my schedule to:

  1. work in a quiet and creative space ... for


  2. reading, thinking, writing, and learning about the investment landscape and how I plan to achieve our investment objectives ...


This is what I love to do.