I am committed to constructing value-add portfolios that maximize long-term income and growth potential while respecting the risk tolerance of each client relationship
My approach can be summarized within a 6-step process Clarify, explore, evaluate, decide, implement, and review
Clarify and understand your investment goals including the required rate of return, risk tolerance, time horizon, liquidity needs, other preferences, etc.
Explore potential investment options that fit your financial goals.
Evaluate the historical performance of different investment instruments and analyze the impact on the current portfolio holdings.
Decide the investment solution that works best for you through the analysis of different investment proposals.
Implement your investment plan
Review and monitor your investment plan yearly or when major life changes happen to you and your family, making the appropriate adjustments necessary.
Leading Investment Strategy
In-house portfolio research teams provide coverage of global markets and construct efficient portfolios Industry leading research from BMO Capital Markets
Comprehensive Wealth Planning
Our Wealth Management Consultants come from a variety of disciplines and provide assistance with complex issues when developing your wealth management plan
Insurance Planning
Dedicated insurance specialists assist with strategies that complement your overall wealth strategy and provide asset protection
Tax and Estate Planning
Qualified and experienced in-house tax and legal expertise to help identify opportunities to reduce taxes and provide for the tax efficient and orderly transition of your estate
Banking and Lending
Dedicated Private Bankers focus on proactive banking and lending solutions to address your specific needs