Mission Statement

My mission is to help families, individuals, businesses and organizations build lasting financial wealth by providing clarity, guidance and professional accountability for their specific wealth management needs.

I am eager to learn about your unique situation and explore how our services can be of benefit to you and your family.

We can help YOU:

Our dedicated team is designed for clients who have reached a stage where their financial affairs are becoming increasingly more complex and where they require professional assistance managing their investment assets.

We understand YOUR needs:

  • Successful business owners and self-employed professionals who need help managing personal and business assets
  • Executives and professionals wanting free time to focus on personal and career goals
  • Pre-retirees who want to make the most of their retirement savings as they approach retirement
  • Retirees seeking innovative strategies to maximize their after-tax retirement income, while still protecting their financial security
  • Well-established families looking for professional guidance transferring wealth to the next generation in a tax-efficient manner
  • Philanthropists seeking unique ways to enhance and increase their legacy to chosen charities
  • Non-profit organizations requiring assistance in managing investment assets according to specific guidelines

Our expertise to help YOU:

  • Financial Planning
  • Tax-efficient Portfolio Management
  • Retirement-lifestyle Planning
  • Estate Planning Solutions
  • Retirement Income Portfolios

YOU can benefit from our process:

Phase 1: Discovery

Our initial discovery meeting will allow us to determine all of your financial needs. We will establish a clear picture of where you are today and where you would like to be in the future as well as your risk profile.

Phase 2: Itemize your Goals

We always begin with a financial plan. Your financial plan will provide the outline that will guide your family's future.
 

Phase 3: Strategy Plan

You will receive a full investment strategy to meet your specific needs including a buy/sell discipline, your asset mix guidelines and how much risk and volatility you should expect.

Phase 4: Wealth Management Approach

You will engage our team members in all areas of will & estate planning, tax planning and insurance planning to ensure that every need is met and that all areas of your financial plan have been addressed and looked after.

Phase 5: Implementation

When you are comfortable with your plan we will begin the implementation process.

Phase 6: Monitor and Adjust

We provide comprehensive quarterly reports that include market commentary and performance summaries. We will also meet with you on an on-going basis to discuss your progress. Your needs and objectives will change over time and we will ensure your plan evolves with you.

 

Important notices