Portfolio Management

My investing credentials extend beyond what any one individual will typically offer. They include the Chartered Financial Analyst (CFA®), Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®), Fellow of the Canadian Securities Institute (FCSI) and Certified International Wealth Manager (CIWM) designations.
As a Portfolio Manager, I am qualified to provide discretionary portfolio management, which means:

  • I create a customized Investment Policy Statement for you defining your objectives, risk tolerance, financial structure, asset allocation and diversification guidelines.

  • Your trust empowers me to take advantage of opportunities and avoid risks without waiting for your permission on trades.

  • One single, asset-based fee includes all wealth planning services. You may be able to deduct fees on non-registered investment accounts at tax time; consult your accountant.

As an investment counsellor, I am:

  • A specialist in advising high net worth and ultra-high net worth clients.

  • Obliged to follow an established, highly disciplined investment process.

  • Supported by a high degree of due diligence in asset allocation and stock selection by world-class money managers who oversee my portfolios.

  • Limited to advise a small number of clients so I can spend more time serving your needs.