With 20 years of experience as a Licensed Investment Advisor, I have grown our business to service clients throughout both Canada and the U.S. Our focus is to take the position of a Trusted Advisor where we strive to make an impactful difference on a limited number of family relationships. In 2015 we expanded our Business team with the addition of Arno Richter as Market Strategist and he is now a key vested Partner in the Business Practice. In Canada I maintain the Fellowship of the Canadian Institute designation and Certified Financial Planner designation. I also hold and maintain my Series 7 license to work with our American clients from the U.S.A. I am also a designated Portfolio Manager and thereby manage high net worth client’s assets in a discretionary manner. Our team has designed a proprietary Absolute Return Mandate portfolio with the key objective is preservation of capital and returning positive investment returns in all years despite equity market conditions through prudent global, sector, asset and currency diversification. We work closely in Partnership with a number of selected experts in the fields of Investment counselling, Estate Planning and Tax advice to bring the best possible solutions to our high net worth family relationships. If you would like to discuss a more intelligent approach to managing your assets, preserving capital and managing risk, please speak with usOur team also has built a unique expertise in the niche area of administration and management of broad based private company and private Income Trust Employee Share Entitlement Plans.Prior to being a licensed Investment Advisor, I was a co-founder and President of Solium Capital. (SUM.T)