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 - December 1, 2025
Laggards need to join the party
The TSX may enjoy solid returns in 2026, but it is going to be tough given valuations. To keep the party going, some of the laggards, namely Energy and Industrials will likely have to start contributing.
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Investor Strategy - November 2025
Everyone loves balloons until they pop
2025 started off poorly but is well on its way to finishing strong. After crossing the historically volatile September/October chasm, will it be smooth sailing till year end?
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
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