My Specialty

You deserve professional guidance

My Unique Approach

My goal is to help you achieve your goals and dreams, knowing that you have taken action to help protect and enhance your family’s financial security. I follow a more holistic approach when working with families and business owners to:

» Uncover tax inefficiencies to help accelerate the growth in your investment portfolios
» Construct truly diversified investment portfolios taking into account today’s economic climate and recognizing which asset classes to focus on
» Reduce risk by constructing portfolios that are geared towards producing income while at the same time looking for inefficiencies in the marketplace to enhance annual returns
» Help protect on the downside when opportunity presents itself by reducing exposure to equities
» Provide solutions to high net worth individuals who are maximizing their RRSP contributions and are looking for additional tax efficient solutions
»Benjamin Franklin once said: “Those who would give up essential Liberty, to purchase a little temporary Safety, deserve neither Liberty nor Safety.”


Personal Relationship

I work directly with every client. I accept new clients only when I believe I can improve and add value to their situation. I limit the number of client relationships I accept, ensuring my clients receive the attention and service they deserve.
I hold myself to a high fiduciary standard. Every action I take must pass the basic question – “Is this the right recommendation for my client?”
While I recognize the need for marketing my services to grow my business, I only accept new clients by referral.


Suite 2900, 10104 - 103 Ave NW Edmonton, AB T5J 0H8


+(780) 991-8653


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