Our Thoughts

There is no single path to becoming an Investment Advisor, but for me it was driven by curiosity, challenge, and the relationships I've built along the way. It's a career that never stands still and that exactly why I love it....

With a father in the industry and my first job in the investment world, this career has always been close. I considered other paths, but I kept coming back to the impact this work can have....

My path to becoming an Investment Advisor wasn't on my radar until my own experience, a friend's encouragement and the freedom to build something meaningful led me to it....

Markets are pushing record highs, central banks are shifting gears, and investor sentiment is turning. In our latest MSB Wealth update, we break down what it all means – and what to watch for in the second half of 2025....

I didn't always know I'd end up in this career - but looking back, I can see now that this is the work I was meant to do....

Starting out as a new Investment Advisor, I've been thinking about what brought me here - and why this work matters to me...

A fun tradition from our clients in retirement - postcards from the places their financial plans have taken them....

Our outlook on the markets from our May 2025 market commentary...

After a jittery April, investors exhaled in May. Trump’s post were shrugged off and the TSX hit an all-time high. Here’s what fueled the rebound....

We recently hosted Chic Scott for a memorable night of mountain stories, photos and inspiration....