To reflect these unprecedented times and anticipate a potential need for financial reassurance around wealth and future plans, we are extending assistance to anyone with wealth worries. Please click to book with Kevin Deamer - selected dates during May and June.More Info
Our highly experienced Investment Committee has both internal and external members and meets quarterly. They review investment performance and determinants of portfolio movements. They also look at market trends and make decisions on portfolio positioning. These reference current macro views and short term opportunities.