As an Investment Counsellor and Portfolio Manager, my passion is helping clients with unique and complex needs to achieve their investment goals.

My approach to portfolio management helps ensure my clients’ portfolios are well diversified and have exposure to not only a broad range of asset classes and securities, but also to a variety of investment styles and money managers from around the world.

The core of my investment philosophy is to strive for the right balance between safeguarding wealth and prudently increasing it. I pride myself in providing honest and transparent advice all the while providing the highest level of service.

• Chartered Investment Manager (CIM®)