Simplicity is the ultimate sophistication
Complex problem require personalized, simple solutions. With an unwavering commitment I develop long term relationships built on trust and accountability to provide clarity and peace of mind. This is achieved with open dialogue to ensure your goals and objectives are aligned in a comprehensive and disciplined plan. Once a roadmap is designed, we will incorporate tailored solutions to protect, enhance and grow your wealth at every stage along your journey to create a meaningful legacy.
Your investment portfolios are designed with a goals based approach that compliments your long term objectives and is subject to a comprehensive due diligence process. These fee-based portfolios are built with a flexible range of products and diverse asset classes - everything is customized to your needs.
Who I work with
My clients often have unique and intricate financial situations which require guidance and opportunity spotting. They include:
- Busy professionals, executives, business owners & entrepreneurs who recognize the value of advice and delegating the management of their financial affairs to a trusted professional
- Retirees who need assistance formulating and following a disciplined financial plan to make the most out of their retirement savings, maximize their after tax retirement income and protect their financial security
- Intergenerational families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner to make sure their beneficiaries actually receive what was intended for them
Relationship expectations
You can expect more than just investment management. My focus is on providing a complete wealth management experience, leveraging all the resources at Canada's largest full-service wealth management firm. Your experience will always be at the forefront of everything I do. You can count on:
- Regular touch points
- Honest, expert advice
- Proactive communication
- Timely response
- State-of-the-art technology for reporting, meetings and projection/planning tools
