The freedom to live the life you want.

With almost 3 decades of managing money over a variety of market cycles, I have firsthand knowledge on how to successfully navigate turbulent markets.  From this experience, I am able to provide my clients with best-in-class, customized investment and portfolio solutions tailored specifically to them and execute with ease through my discretionary wealth management service.  By delegating the daily investment decisions, our time together can focus on the lifestyle that’s important to you both now and in the future.

What is discretionary wealth management?

I will work with you to create your personal Investment Policy Statement – a formal document that outlines your income needs, preferred level of risk, and specific investment preferences.  Then based on your investment parametres, me and my team of accredited portfolio managers will make the individual investment decisions for you.  Because your approval is not required for every single transaction, we can implement time-sensitive decisions quickly, helping you get closer to your investment objectives while remaining confident knowing your portfolio is in the care of a trusted professional.

Circular flow chart displaying stages of portfolio management