Each of us defines life in a unique way.
For you, it may mean being a better parent through the ability to provide for your children. Others may be intent on retiring early to travel the world. And some people are committed to leaving a legacy to their family or a charitable organization.
Regardless of how you define your life, my goal is to help you live the best possible life...
How do I do that?
As you might imagine, its a long-term process that requires us to build a strong working relationship. Like any relationship, it starts with a conversation about critical objectives. Our conversation leads to a discussion on the opportunities and challenges you face in managing your wealth. And, finally, to how we can align your interests with wealth management strategies.
After more than 20 years as a financial advisor, Ive come to value simple wealth management solutions. More often than not, simple solutions provide most of the benefits of complicated ones. They also offer easier implementation and greater flexibility. Because life is always changing, conversations with my clients never end. Im always listening or questioning to gain insight into issues that matter most to my clients.
When Im not working, my life revolves around family and friends. I enjoy photography, cycling, animals, yoga and the beauty of nature. I also enjoy reading. I still have fond memories of one of my first books The Five Go Adventuring Again by Enid Blyton. Set in England, its a tale of boys and girls who head off camping or adventuring. The story taught me that life is a journey, one made better in the company of family and friends.
To learn more about how I can help you with family wealth management strategies, please contact me for a no-obligation meeting at 604.257.7675