Trusted Advice and Disciplined Management

As an experienced, responsive investment professional, I am committed to helping you realize your life goals. I begin by listening. I then create a comprehensive plan that addresses your unique financial needs with an emphasis on conservative portfolio growth and tax efficiency. You may be assured of a level of service and a disciplined approach to wealth management that each client deserves and has come to expect. I invite you to contact me today to arrange a complimentary consultation or please click here to learn more about my investment process.

We are a committed, responsive team of investment professionals who understand that capital preservation, conservative growth, and tax efficiency are essential to wealth creation. We will build a customized investment strategy focused on providing the best after-tax returns within your risk comfort level. Drawing on a group of experts, our team offers private banking, insurance, estate, and tax planning services.

 

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® Registered trademark of The Bank of Nova Scotia, used under licence. ™ Trademark of The Bank of Nova Scotia, used under licence. Scotia Wealth Management™ consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank®); The Bank of Nova Scotia Trust Company (Scotiatrust®); Private Investment Counsel, a service of 1832 Asset Management L.P.; 1832 Asset Management U.S. Inc.; Scotia Wealth Insurance Services Inc.; and ScotiaMcLeod®, a division of Scotia Capital Inc. ("SCI"). Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of SCI. Insurance services are provided by Scotia Wealth Insurance Services Inc., the insurance subsidiary of SCI. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Underwriters (Financial Security Advisors in Québec) representing Scotia Wealth Insurance Services Inc. SCI is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.