Whether you are looking for a financial advisor for the first time or you are thinking about making a change, I understand that making this decision is not easy. As with everything in life, trust has to be earned by;

• standing next to clients through good and bad markets.
• implementing professional techniques to ensure objectives are met
• protecting capital from excessive volatility.

As a Wealth Advisor for ScotiaMcLeod, I work with individuals and businesses primarily in southern Ontario, but also across Canada and abroad. With over 20 years in the financial market, advising individuals, companies, investment funds and central banks, I have developed the knowledge and expertise necessary to manage wealth in this new global environment.  I encourage you to learn more of my approach and philosophy through the pages on this site.  If you’re interested, sign up for my weekly newsletter.

As a quick introduction, here are a few of the questions I typically receive.

What services do you provide?
The core service I deliver is investment management, which can be in either a fee-based platform, where a fee is paid according to the size of the assets under management, or on a transactional or commission basis.  Under the fee platform, clients can choose between non-discretionary  (client confirms all trades) or discretionary management.  In addition, I also work with my team of experts to provide retirement planning, insurance solutions, business succession, as well as will and estate strategies and charitable giving.

What is your minimum asset size?
I typically work with individuals, families, companies and institutions that have at least $250,000 in combined household assets. Under a given household there can be one or more accounts, provided they are under one address; however, there are some managed products where we can household related parties across multiple addresses for lower costs.

What are the costs involved?
In the fee-based platforms, annual fees depend on household assets and start at 1.5% for the lowest asset threshold. and decline according to higher asset levels. For transactional accounts, commissions are related to trade size.

My objective is to be your primary advisor and your partner, using my global financial experience today in order to help you achieve your personal goals for the future.