With almost 30 years of experience in the investment industry and three highly respected designations,

I am well positioned to preserve and enhance your assets in a tax-efficient manner.

Our investment portfolios are built to thrive in all market cycles following a strategic framework of strict discipline and a structured process.

Platinum Banking

  • Traditional banking and payment solutions
  • Specialized custom lending strategies
  • Cross-border banking
  • Mortgage Services


Investment Management

  • Access to best-in-class investment management platforms
  • Both fee based and managed-assets portfolios
  • Active investment management
  • Strategic and tactical asset allocation


Family Wealth Services

  • Family education and governance
  • Legacy planning
  • Cash flow management and financial reporting


Wealth Planning

  • Wealth transfer
  • Tax minimization and cross-border strategies
  • Business valuation and succession
  • Financial and estate planning
  • Insurance and asset review
  • Lifestyle management


Trust & Estate

  • Living and Family Trusts; Wills
  • Estate planning, management and litigation
  • Attorney for Property, Executor, Trustee or Court-Appointed Personal Representative
  • Trust Administration and structuring
  • Agent services for ongoing tasks (e.g., tax compliance)
  • Escrow arrangements