My team and I offer professional investment management and advice to help retirees, professionals, business owners, executives and their families to simplify their wealth management needs and enjoy life. We have more than 50 years of combined industry experience and are known for disciplined, reliable and timely service. As fiduciaries, we act solely in the best interests of our clients – your investments will be in steady and caring hands with us. Our high net worth clients in Kingston, Toronto and throughout Ontario are long-term strategic investors who understand the value of our expertise and active management and wish to delegate their portfolio management to seasoned professionals.
Institutional-style portfolio management:
My team’s holistic approach includes portfolio management and overall wealth planning. Through the award-winning investment platform of BMO Private Investment Counsel Inc., we access the highest standard of professional expertise.
Institutional, pension fund-style investment decisions are led by our firm’s Chief Investment Strategist, along with our Investment Policy Committee. Additional oversight is provided by our sub-advisors who perform bottom-up research and stock selection.
My team and I customize those recommended mandates to address your unique needs, align your investment decisions with your goals, and articulate those decisions to you.
The market is dynamic, so our firm has strict risk management protocols in place to protect your portfolio in the event of market turbulence.
As Chartered Financial Analyst® (CFA®) charter holders, my colleagues and I hold the highest designation in our industry, given by the CFA Institute to certify our competence and integrity. We have passed three levels of exams covering accounting, economics, ethics, money management, and security analysis.
Our discretionary investment services bring you several benefits:
You do not need to make daily investment decisions; you can entrust them to our team.
We can address opportunities and risks without waiting for your approval.
We create an Investment Policy Statement (IPS) for you that reflects your return objectives, risk tolerance, time horizon, income needs and sets the parameters, asset allocation and diversification of your portfolio.
One transparent, asset-based fee:
Lets us focus on your portfolio’s success without worrying about the cost of trades.
Includes all wealth planning services.
May be tax-deductible on non-registered accounts; ask your tax advisor.
I manage ~$140 million in assets for an exclusive roster of clients, which ensures that we have ample time to provide a high quality of personalized service. Our team manages ~$500 million and is the largest provider of private investment counsel advisory services between Toronto and Ottawa with a local presence in Kingston. Click here to schedule a private consultation.