What Can I Assist You With?
- Investing & Portfolio Management – Invest for growth, income and wealth preservation using proven investment strategies, custom solutions and a full range of investment products.
- Business Planning – Invest on behalf of your corporation and gain access to essential solutions and tactics that can help mitigate your business risk.
- Retirement Planning – Build your capital, protect your savings and expand your income with approaches and solutions designed for each phase of your life.
- Estate Planning – Shield your estate's assets and make the most of the wealth you pass on by means of fundamental insurance strategies, charitable giving solutions and more.
- High-Net-Worth Portfolios – Gain access to the discretionary service, tailored solutions and individual support you require to effectively manage your assets.
- Not-for-Profit Organizations – Help meet the terms of your institution’s mandate by means of our investment management, planned giving, custody and administration, and other solutions.
Who Do I Help?
My services are designed for individuals, families, businesses and other organizations that require professional assistance managing their wealth.
- Executives looking to enhance the growth of their wealth.
- Professionals requiring assistance with their personal assets and a trusted partner with shared clients.
- Business Owners who need help managing their personal and business assets.
- Pre-retirees who want to make the most of savings as they approach retirement.
- Retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security.
- Well-established Families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner.