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Your life has a geography. Where you’re from, where you’re going, where you aspire to be. By asking my clients, “Where will your investments take you?” I am able to customize my services to help successful families like yours reach the coordinates that define their life goals.

I focus on investment management and advanced planning for business owners, executives and professionals. My client base extends from St. John’s, Newfoundland to Fort McMurray, Alberta, and as far afield as Australia and New Zealand.  I offer services for all stages of financial planning, and I consistently draw on my experience and personable approach to develop a plan that aligns with each of my clients’ unique requirements.