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I’m passionate about uncovering high-growth opportunities in the markets—a passion that started back in high school and continues to drive everything I do today. At StoneCastle Funds, I work directly with investors, investment advisors, wealth managers, portfolio managers, and family offices to add a dynamic, high-growth element to portfolios that are often missing from traditional investment strategies. My approach is both disciplined and innovative. I blend a top‑down market analysis with a rigorous bottom‑up evaluation to determine not only when to invest but also how to capture the best growth opportunities while effectively managing risk. When market indicators signal opportunity, I’m fully invested; when caution is warranted, I shift to a more defensive stance. This methodical process helps ensure that your portfolio is diversified and positioned to thrive across varying market conditions. Over the years, my work has led me to speak on BNN Bloomberg Market Call and share my insights in the National Post, Globe and Mail, and at numerous industry conferences. In addition, as a co‑founder and board member of Decisive Dividend Corporation, I help shape forward-thinking investment strategies that continue to refine my approach. When you partner with me, you gain: Access to high-growth opportunities: Diversify your portfolio with investments often overlooked by traditional asset managers. A disciplined, transparent process: Benefit from a strategy that adapts to market conditions while focusing on long‑term growth. Direct communication: Enjoy the advantage of speaking directly with the portfolio manager making the decisions. Based in Kelowna, I’m inspired daily by a vibrant community that fuels my commitment to both the markets and a balanced lifestyle. If you’re ready to explore how a high-growth component can complement your portfolio, I invite you to learn more on our website or schedule a quick 15‑minute consultation using my calendar link. Let’s connect and chart a course toward a more diversified, growth‑oriented future. Visit www.stonecastlefunds.ca
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