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 - 19 May 2026

Watching the clock

We’re seeing big value creation in some very narrow pockets of the market, evident in the narrow breadth of the recent advance. This is late cycle performance.

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Investor Strategy - April 2026

Navigate the noise

March was defined by uncertainty, something markets rarely tolerate well, leaving investors with few places to hide.

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Tax & Estate Planning

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

Estate planning

Joint ownership: helpful or harmful?

Understanding joint ownership and getting the right advice can help you avoid surprises, complications, and costly mistakes in your estate plan.

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Daily market commentary - The Launch Pad