Wealth Management
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I am a Toronto based independent portfolio investment manager managing equities and fixed income investments under the boutique investment firm that I founded, Cavu Investments.
Our goal at Cavu Investments is to provide superior returns to our investor partner clients that entrust us with managing their money, and to transition to a capital preservation strategy when warranted. We aim to help individuals align their investments with their financial goals.
Under Cavu Investments we provide Private Portfolio Management Services and we have vertically integrated three other areas that focus to add value and serve the specific financial needs of our clients all under one roof.
Through Kite Line Capital we work with young and beginner investors, educating and introducing them to the world of investing.
Through Mortgage Alliance Company of Canada we provide residential and commercial mortgage financing options to best fit the needs of our clients, offering more choices and value.
Under several partnership groups we manage cross border real estate investment portfolios.
My blog is intended to give readers an overview of my perspective on the markets we invest in, investment strategies, politics, real estate, and financing.