that asset allocation is the key to designing an effective investment strategy
that risk management and tax optimization add value and that market timing and speculative stock picking typically don’t
that providing clarity – about where you are, where you want to be, and how you will get there – is essential
My Four Key Strengths:
Uncommon Insight: An extensive background in investment strategy, product development and competitive intelligence, including as Head of Research & Development for RBC Global Asset Management. The insight into the investment universe gained from that experience has given me the knowledge, skill, and confidence to present more sophisticated, often lesser known, strategies and solutions to my clients.
Genuinely International: In today’s global economy, it takes excellent knowledge of international markets to be successful. Some say that they have an international perspective – but I’ve lived it: with education and experience in the U.S., in the U.K. and in Switzerland, including earning an MBA from the internationally renowned IMD Business School and at the world’s fourth largest money manager, Fidelity Investments in London.
Tax-Efficient Strategies: While tax consequences shouldn’t be the driver of investment decisions, they are an essential consideration. Employing tax-efficient strategies, I structure solutions that can help to maximize your after-tax returns – the more important criterion.
Perceptive Risk Management: I take a holistic wealth management approach which includes comprehensive risk management and strategies for downside mitigation, including insurance and insurance-based strategies. I also assist in tempering the negative emotions that may adversely impact achieving your Plan's goals (informed by my HBA in Psychology and studies of Behavioural Economics).
