I provide investment management services to individuals who value the benefits of diversification and tax-efficient strategies. I enable each of my clients to realize their financial goals by building them custom portfolios that include international and alternative investments.
I am a CFA® Charterholder and have a Masters in Accounting & Finance from the London School of Economics. My previous experience includes working in the Private Investments Group of a large Canadian Pension Fund.
Specializing in:
- Alternative Investments
- International Investments
- Tax-Efficient Strategies
- Risk Management
- Financial & Estate Planning