My four key strengths

1. 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 my experience has given me the knowledge, skill, and confidence to present more sophisticated, often lesser known, strategies and solutions to my clients.
   
   
2. 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.
   
   
3. Savvy Tax Strategies: While tax consequences shouldn’t be the driver of investment decisions, they are an essential consideration. Employing effective strategies, I structure solutions that help to maximize your after-tax returns – the more important criterion.
   
   
4. 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).