![]() Business Owners: I also work with business owner clients to help them source expansion or succession capital. ![]() Philanthropists: I am most passionate about working with clients who want to create social impact through effective investment planning and strategic philanthropy.HNW Investors: My ideal client is a HNW investor or family with more than $1 million to invest, and they care about leaving much good behind in the world.Specialties include: HNW investment management | alternative investments | responsible investing | strategic philanthropy Typical Clients Helping clients engage in philanthropy and socially responsible investing is not just about making the right recommendations, it’s my life’s passion. Strategic philanthropy delivers a rewarding opportunity for clients, and I’ve made it my mission to guide them on this path. As market makers we have rapidly grown to become the largest liquidity provider of oil derivatives in the world. Methods for measuring benthic nutrient flux on the California. I’m gratified when I can do the same for clients and help them turn success into an even greater legacy. that are consistent with in situ benthic flux chambers. My family and I established and funded The Flux Foundation to drive positive change in our shared community. I use my extensive network to help connect clients with resources and outside experts they need for their unique situations and goals. ![]() And finally, I love helping successful entrepreneurs source expansion and succession capital for their businesses. Another is helping clients with social impact and strategic philanthropy planning. First, and foremost, is building tailored pension-caliber investment portfolios that include alternative and/or responsible investment strategies. What I find most fulfilling is helping high-net-worth clients in three primary ways. By introducing affluent Canadians and their families, as well as foundations and other not-for-profit organizations, to CC&L Private Capital’s discretionary wealth management services, I provide a confident approach to guiding my clients towards achieving their long-term financial goals. In my role as Executive Vice President and Portfolio Manager for CC&L Private Capital, I understand the importance of pension-calibre solutions tailored to clients’ unique situations. Once they do, they turn to us to help them find smart, socially responsible ways to protect and grow their hard-earned capital, and to turn that success into a legacy. There are those who have spent a lifetime building their wealth, making their mark.
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