Our Philosophy
A strong client relationship should have a foundation built on integrity, trust, devotion, transparency and a commitment to provide clients with the highest level of service.
Our Approach
My team's approach is a client-centric, consultative methodology; aimed at creating custom-tailored solutions. It uncovers and prioritizes goals so that the financial solutions and advice provided truly reflects them.
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Investment discipline: A disciplined time tested approach is employed to prevent poor decisions that will result in losses based on unproven and unstructured strategies. This is achieved by providing a conservative approach designed at maximizing returns while protecting downside risk. Assets within each customized portfolio are selected from a vast array of top quality investments.
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Planning consideration: Comprehensive business and personal financial planning will be the foundation on which the long term relationship is established. It addresses tax planning, risk management, financial and estate planning.
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Structured Service Plan: Regular communication will be maintained in both good and challenging times. As well, all updates to the plan will be promptly communicated as personal situations and market conditions dictates.
Our Process
First, an in-depth discovery process is conducted to ascertain goals & aspirations. Second, a series of steps are utilized to articulate these objectives into a simple visual format. Finally, a suitable action plan is created, implemented and monitored.
