I specialize in working primarily with senior business leaders across Canada and advise them via a personalized, hands-on approach to investing and coaching to put them in control of their longer term savings and investments.
I am a tenured, and recommended Investment Advisor, practicing for more than 25 years. Since 2021, I have been consistently recognized as a top Advisor in Canada by BMO Private Wealth. And, since 2023, my team and I have been recognized among the top advisory teams in Canada for client satisfaction and client loyalty.
Leaders find me when they are confused about the array of investment choices today and need a simplified, yet powerful strategy to drive investment results for them and their family. We invest entirely from a business perspective, with a core belief that investment in exceptional businesses can create enduring wealth. Our approach focuses on helping you identify and invest in exceptional businesses that have delivered uncommon compounded growth for owners longer-term - precisely the result we seek for our clients.
Finally, with an extended team of subject matter experts in planning, tax, will & estate, insurance and private banking, my team and I help you plan for using your accumulated wealth to impact the most important people in your life and the aspirations you have.
In the end, my team and I deliver strong leadership and guidance to business leaders just like you who have clearly outgrown the 'mass market' investment advice offering and now want to truly partner with a trusted and skilled Advisory team for the long-term.