Services

Portfolio Management

I have met the specific industry credentials and stringent CIBC Wood Gundy qualifications that are required to earn the Portfolio Manager accreditation. Furthermore, I have personally designed portfolios for the exclusive use of my clients, according to your investment goals, risk tolerance and time horizon. A clear advantage to the structure of Advisor Managed Account is that you will have direct access to your Portfolio Manager because I am now responsible for the management duties on your portfolio in addition to my Investment Advisor responsibilities. Furthermore, since Advisor Managed Account is discretionary, it eliminates the need for calls on every trade relieving you from day-to-day trading decisions.

Retirement Solutions

Whether saving for retirement or a child's post-secondary education, registered accounts are a tax-effective addition to any investment portfolio. We offer the following registered account options for our clients:

Charitable Giving

Charitable giving can help you support an organization you believe in, while reducing your own tax liabilities and improving your overall estate plan. Whether you are looking to make a gift of cash or property — now or in the future — we can help you achieve your goals in the context of your overall estate plan.

Estate Planning

Planning for a smooth transition of your assets to family members requires a thoughtful estate plan based on your personal values and goals. Our professionals can help you navigate a wide range of issues and we can also offer guidance and advice on tax strategies and how to reduce the impact of market risks and potential family disputes —both now and when your estate is settled.

Business Succession Planning

If you own a business, you may be hoping that a family member will take over when you retire or you may be looking to find an independent buyer who understands your business and can continue to serve your customers. With the help of our team of experts, we can help you formulate a strategy for an effective transition.

Financial Planning

A financial plan can provide you and your family with the peace of mind that comes from knowing that you have not only given thought to your future, but have taken steps towards it. We have the tools and resources to guide you through the financial planning process.