I believe investment advice is too expensive. My advisory charge is 0.5% annually, which is lower than many traditional wealth management fees and comparable to some robo-advisors.The difference? You work directly with an experienced portfolio manager who gets to know you, your goals, and your financial circumstances.Investment product fees and applicable taxes are additional, and I'll make sure you understand the costs before making any decisions.

I spent more than 10 years working in the wealth management divisions of Canada's two largest banks. I gained valuable experience, but I also saw how expensive traditional wealth management can be.Working independently through Designed Securities allows me to operate with lower overhead and pass those savings along to the people I work for.My goal is simple: provide high-quality investment advice at a fair price.

Absolutely. I'm happy to review your existing investments and provide an objective assessment of their costs, risks, diversification, and how well they align with your financial goals.You may already own some excellent investments that are worth keeping. In some cases, you may even be able to keep the investments you already own while reducing their total cost by working with me.

Not necessarily! You may already own some excellent investments that are worth keeping.I'm happy to review your existing portfolio and provide an objective assessment of its costs, risks, diversification, and how well it aligns with your financial goals.In some cases, you may even be able to keep the investments you already own while reducing their total cost by working with me.