Personalized wealth planning process
Your investment portfolio is just one key part of your overall wealth plan
To help you achieve your financial and lifestyle goals, we take a comprehensive approach that extends beyond investing to encompass lifestyle protection, retirement planning, intergenerational wealth transfer and legacy creation. The foundation of my relationship with you will be built on trust, mutual respect, and open communication.
Regardless of your situation, our team will conduct an in-depth review of your specific circumstances before making any recommendations or suggestions. During this process, our most important job is to listen to understand you and your family's goals and objectives and to ensure that your investment strategy will help you achieve these goals and objectives. We will work with you to define your tolerance for risk, and develop realistic investment expectations consistent with your comfort level.
You will receive regular updates outlining the performance of your portfolio and secure access to DS online which includes exclusive research, real-time quotes, watchlists and more. As your needs and markets evolve we will have periodic reviews to ensure your plan remains an effective tool in achieving your objectives.