I specialize in inter-generational wealth planning and provide a comprehensive suite of services by working with a highly skilled team of experts, like financial planners, research analysts, tax specialists, legal experts, investment managers, Will & estate consultants, retirement specialists, risk managers, economists, bankers. My team delivers an exclusive wealth management experience.
The investments that I utilize are of institutional grade following pension style management. This means that they are the highest quality investments available in the Canadian market. The main objective is to protect, grow and transfer your wealth in the most tax and cost efficient manner. I create and follow a structured and customized financial plan, and utilize a disciplined and prudent investment process.
Above all, my practice is built on my fundamental life values of honesty, integrity and commitment. My mission is to provide you peace of mind financially by taking good care of you and your family.
|SERVICES ||WHO WE HELP |
|Investment Management || Health Care Professionals |
|Financial Planning ||Other Professionals |
|Estate Planning ||Business Owners |
|Retirement Planning ||Retirees |
|Tax Management ||Philanthropists |
|Insurance ||Families |
|Banking ||Women |
|Second Opinion ||Children |