Who I Work With
My practice is best suited for individuals and families who want a more deliberate, planning led approach to managing wealth, including:
- Business owners and incorporated professionals with corporate surplus or variable cash flow
- Retirees and near retirees focused on sustainable income, tax efficiency, and peace of mind
- Households with $1M+ in investable assets seeking an institutional, long term investment approach
Clients often come to me to simplify financial decisions, align their portfolio with broader objectives, and coordinate effectively with their accountant and lawyer.
What You Can Expect
Discretionary Portfolio Management
Portfolios are managed on a discretionary basis, meaning investment decisions are handled on your behalf within an agreed upon mandate—allowing you to stay focused on outcomes rather than market noise.
Planning Led Advice
Portfolio decisions are informed by your overall financial picture, including cash flow, retirement planning, tax considerations, and estate priorities.
Tax Aware Implementation
We focus on after tax outcomes across registered, non registered, and corporate accounts, coordinating closely with your professional advisors where appropriate.
Investment Approach
My approach is long term, disciplined, and risk aware.
- Institutional portfolio construction and governance
- Emphasis on diversification, quality, and durability through market cycles
- Balanced focus on capital preservation and growth
- Awareness of behavioural risks that can undermine long term results
I avoid speculation, short term prediction, and reactive decision making. The objective is steady progress toward your goals—not constant portfolio change.
Credentials & Perspective
- CFA charterholder (2019) — providing a disciplined, institutional investment framework
- CFP professional (2025) — reinforcing a comprehensive, planning led approach to wealth management
- Senior Investment Counsellor & Portfolio Manager with BMO Private Wealth
- Former experience in BMO Corporate Finance, offering practical insight into business operations, cash flow, and capital allocation
Together, this background supports an approach that integrates portfolio management with real world planning decisions.
A Focused, High Touch Practice
I deliberately limit the number of households I work with to ensure each client receives:
- Thoughtful, proactive advice
- Clear and measured communication
- Regular review discussions focused on goals, not short term market movements
The emphasis is on building long term relationships grounded in trust, consistency, and sound judgment.
Next Step
If you’re considering a second opinion or exploring a long term wealth management relationship, the next step is a brief introductory conversation to confirm mutual fit.