Comprehensive financial expertise and personalized service

Building and managing your wealth

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.
 


Train arriving, symbolizing timely insights

Market Research

Get the latest market insights and trends from our internal research experts.

Market Ethos - 10 February 2026

Mixed signals

The economy is good, earnings growth is good, inflation is fine, this is a good foundation. These are more market structure or market behaviour concerns. This is, or could, create some opportunities.

Read more

Investor Strategy - February 2026

Same themes to start the year

The underlying foundation remains healthy and if the market pulls back enough could create an opportunity.

Read more

Wooden walkway over windy field

Tax & Estate Planning

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.

Read more

Daily market commentary - The Launch Pad