Too many Canadians are uncertain about their financial lives and where they stand in terms of being able to achieve their short and long term objectives. Too many people are either consciously or subconsciously wondering: Am I ok? I am taking my passion for bringing clarity to things that seem daunting and answering this question for my clients.
I choose to employ a strategy of complete wealth management, considering all aspects of your financial situation, so that you can look to the future with confidence. With the support of a team of experts with specialties in financial planning, estate law, tax minimization, investment management, insurance, and retirement planning, you will always know where you are in relation to where you want to be.
I also place a strong focus on working with my clients on behavior and wealth psychology. I firmly believe that proper mindset and habits are the foundation of any successful and sustainable financial plan or strategy.
My process is simple:
- We work together to clarify and quantify your goals and objectives through a discovery process
- You are provided with an analysis of your current financial situation. We will highlight areas in which you are doing well, identify areas where improvements could be made, and look for areas where your behaviors or financial system may not be in alignment with your broader goals. You will be provided with a high-level strategy and recommendations based on the analysis.
- If it is jointly determined that there is a fit, we begin implementing this strategy – bringing in members of my broader wealth management team where applicable
- We dynamically monitor your progress and update your plan and portfolio when necessary
My previous roles have taught me the power and joy of developing long-term, meaningful relationships with my clients, and that is the sentiment and approach I bring to my wealth management practice. I love my role because I get to learn from successful people from diverse backgrounds – people with interests across the board that teach me something new with every conversation. If you believe I may be able to help you, I would be happy to chat and learn your story.
