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 - January 12, 2025
Ethos rewind: the year’s biggest themes
The world knows that we have too much oil; the market knows this, the forward energy curve knows this, and hence oil is trading where it was five years ago.
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Investor Strategy - January 2026
2026 Outlook: Questions on the year ahead
We could argue a Santa Claus rally seems unlikely, considering it appears Santa came really early this year and already dropped presents into investment accounts.
Tax & Estate Planning
Strategies
Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.
Taxes
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
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.
Listen to the latest episodes