Serving a select group of discerning professionals, business owners and affluent families in Edmonton and Vancouver, I provide discretionary portfolio management and venture financing opportunities. Following a service model approaching that of a family office, I act as my clients’ single point of contact, co-ordinating their team of advisors to simplify and streamline their finances and lives. I am distinguished by my unique combination of skills as a financial analyst and commitment to delivering sincere, tailored and attentive service.
Market Research
Insights
Get the latest market insights and trends from our internal research experts.
Market Ethos - December 15, 2025
Ethos rewind: the year’s biggest themes
As is tradition, this final Ethos of the year takes a look back at the most popular editions based on clicks and views.
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Investor Strategy - December 2025
Finish line in sight
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.