I am a portfolio manager and financial planner, specializing in serving individuals, families, holding companies, and foundations by creating customized investment portfolios.
Outside of work, I love being active. Whether it is the gym, golfing or cycling you’ll likely find me on the go. I am an avid and long-suffering Canucks fan, and I never miss an F1 race. My wife and I love to travel. I am also a fountain of useless knowledge which makes me useful for trivia night.
If you’ve explored the possibility of using robo advisors to manage your investment assets, you’re not alone. Robo advisors first became publicly available to investors in 2008, and quickly became a dominant force. Since 2018, total assets under management by robo advisors in Canada ballooned from US$13.19 million to a projected US$13.74 billion by the end of this year.
When wealth managers talk about a balanced investment portfolio, the idea of the “60:40 rule” has long reigned: that is, a combination of 60% equities and 40% bonds. Bonds, in this way, provide a safety valve for portfolios.
Watch on demand – Join us for an insightful webinar on the fundamentals of bonds, with a special focus on sustainable bonds and their growing importance in today’s market.
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