Who we are:
As an Investment Advisor and Portfolio Manager, I provide professional portfolio management, wealth planning and insurance strategies for individuals, families, business owners, institutions, trusts and foundations.
I am proud to work with my partners and associates to provide wealth management counsel for my clients. I work together with my clients to find the right solution for them. We work with our strategic partners and utilize all that CIBC Private Wealth has to offer: Investment Management; Private Banking; Wealth Planning and Estate and Trust Counsel.
What makes me different?
- Client centered service
- Transparency
- Education
- Fairness
- Disciplined portfolio management
Process Driven Action. Purpose driven results.
