The emphasis of my practice is on advising individuals who are approaching retirement and creating personalized, tax-effective portfolios that generate a reliable stream of income through fixed income, dividends, and structured products.
My specialized expertise in generating predictable yield through fixed income solutions along with measured growth also resonates well with institutions, not-for-profit organizations and municipalities.
The bond market has changed considerably over the last few years and I am well versed in current strategies that make the most of fixed income investments to counteract the effects of inflation on your portfolio.
Market Research
Insights
Get the latest market insights and trends from our internal research experts.
Market Ethos - October 20, 2025
Stick to the math
Sometimes, the best opportunities come not from chasing a story, but from stepping back and recognizing the value in what’s been overlooked.
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Investor Strategy - October 2025
Defying gravity
At this moment, the goal should be to avoid striking out; more defensive strategies should have a lower risk of striking out or giving back too much of the gains, in case market gravity kicks in.
Tax & Estate Planning
Strategies
Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.
Understanding the Alternative Minimum Tax (AMT)
The Alternative Minimum Tax’s (AMT) scope is expanding, and it could impact more Canadians than ever before.
Podcast
Conversations on Wealth is a podcast series dedicated to helping Canadians navigate the complexities of wealth through a multi-dimensional approach to planning and wealth management.
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