For more than three decades, I have been helping generations of families strategically grow their wealth, plan for business succession, and manage discretionary assets.
Through consultative (and highly customized) relationships with clients, I have been able to build trust and provide a solid understanding of many financial matters.
My specialties include:
• Multigenerational wealth planning and family wealth planning
• Discretionary asset management
• Tax-efficient strategies and solutions
• Estate and succession planning
Financial education and understanding is part of my DNA. I am also a Finance Columnist with the New Brunswick Telegraph Journal and have built a reputation for making complex concepts understandable to readers. I have been cited in publications including the Halifax Chronicle Herald, The Globe and Mail, The National Post, Investment Executive, Advisors Edge magazine, and Atlantic Progress.