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Senior Portfolio Manager & Wealth Advisor, Financial Planner
We assess the four catalysts that have caused key markets to bounce by double digits, and discuss why investors should avoid the temptation of market timing.
When it comes to estimating your retirement income, think of all the sources of income available to you.
Learn how you can avoid probate of your Will to benefit your beneficiaries and executors
We look at how the election could impact U.S. equities and key industries, and point out the market has its own rhythm when it comes to the midterms.
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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 that provides growth, or a plan that generates income. Perhaps minimizing income taxes, or estate and retirement planning is important to you. You may not even be certain what you need. Regardless of your situation, I'll 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 goals, and to work with you to set out long-term objectives. We'll define your tolerance for risk, and develop realistic investment expectations that are based on your comfort level; this will be your Wealth Management Blueprint.
To arrange a meeting please visit our contact page or reach out to Cindy Campbell or Carlie Smith my associates to arrange a consultation.
Cameron Wilson, FCSI, CIM, DMS, CIWM
Senior Portfolio Manager, Wealth Advisor, & Financial Planner | Wilson Wealth Management Group