Understanding your needs before recommending a plan

"Faced with a complex array of financial products and services, managing money has become a difficult challenge in recent years. You may be looking for a balanced investment portfolio, growth or a plan that generates income. Perhaps minimizing income taxes, or estate or retirement planning are important to you. You may not even be certain what you need.

Regardless of your situation, I will conduct an in-depth review of your specific circumstances before making any recommendations or suggestions. My most important job is to listen – to understand you and your family’s needs, and to work with you to set out long-term objectives. We will define your tolerance for risk, and develop realistic investment expectations commensurate with your comfort level."

Who do I help

My services are designed for individuals, families, businesses and other organizations that require professional assistance managing their wealth.

  • Successful executives looking to enhance the growth of their wealth

  • Professionals requiring assistance with their personal assets and a trusted partner with shared clients

  • Business owners who need help managing their personal and business assets

  • Pre-retirees who want to make the most of retirement savings as they approach retirement

  • Retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security

  • Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner

Important notices

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