Knowledge-based, tailored investing
manage risk through asset allocation, proper diversification, quarterly
rebalancing and investment discipline. Diversification is particularly
important for medical practitioners and other business owners who
typically invest primarily in their own companies. I maximize your
portfolio performance while minimizing the tax consequences for your
holding company or personal estate down the road.
I blend three methodologies to select the best stocks in the ideal context in terms of markets, sectors and timeframes:
Bottom-up stock picking — Quantitative analysis and research of
companies/securities that provide dividend income. We perform the
analysis ourselves, listen to the conference calls and do extra due
2. Top-down Exchange-Traded Fund (ETF) strategies —
Based upon qualitative analysis of global macroeconomic trends and
market cycles, we determine if we should invest in Canadian or US
stocks, what sectors exhibit stronger relative growth and whether we
should be in emerging markets and which ones.
approach — I work with institutional fund managers who deliver superior
long-term, risk-adjusted returns and include investments from outside
the S&P 500 that we might otherwise miss.
In addition, I offer access to :
Initial public offerings —participate in the first
publicly-available round of share issuances through Initial Public
Offerings, or Capital Pool Companies. Gain access to tightly structured
investment vehicles while gaining additional exposure via IPOs to share
• Flow-through shares — Convert current taxable
income into tax-advantaged capital gains taxable at some point in the
future in context of your portfolio and comfort level.
strategies — I am qualified and experienced enough to perform this
advantageous investment strategy. Used properly, they increase your
chances of making money while limiting your chance of losing it.
law partners. I specialize in advising lawyers, who: often have complex
lives, assets in the US and Europe, and sophisticated financial
management needs; are partners in their firms, faced with investment
constraints and/or blacklisted stocks imposed by independence
restrictions; earn high incomes and enjoy abundant lifestyles, but have
not focused on investing for long-term future success; do not have
pensions or adequately funded retirement plans; and have little or no
time to devote to their investments.
*Products are based on suitability of each particular client.