A small practice, with a long memory.

I began this practice the way most of the advisors I respect began theirs: with one phone call, from one family, in 2016. Years later, that family is still my client. Their children have honeymooned. Their grandchildren have taken their first plane.

I keep the practice small on purpose. I take on a deliberately limited number of new families each year, and I turn down briefs I cannot run personally. The trips I plan are bespoke in the original sense of the word, measured to the family, not built up from a template.

Most of what makes a trip work is invisible. The hotel manager who returns my call on a Sunday. The guide who knows your youngest by name on day two. The supplier who flags, before I have asked, that a property has a renovation booked for the week you were planning to stay. These are relationships I have built over the years. They are the practice.

I live in Toronto, and I have three grown children. I am happiest at the family cottage in Georgian Bay over the summer, and at sea in the shoulder months, discovering new lands or returning to those dear to me.