Over the course of my 35 years of experience in the financial services industry, I saw the strong need affluent families had for a new type of wealth management advice – they needed a person they could trust to sit on their side of the table. That’s why I was among the first Canadian investment professionals to follow the outsourced CIO model and provide investor clients with the peace of mind they were looking for.
Investors have lost trust in the investment industry after 10 years of volatile capital markets and uneven returns. I believe families are seeking a wealth management advocate they can trust, who stewards their wealth without conflicts of interest and with respect, honesty, and integrity. Families need the assurance that their portfolio will be prudently managed to meet their goals and reflect their evolving needs.