My services are designed for individuals, families, businesses and other organizations that require professional assistance managing their wealth. On average, my clients have at least $200,000 in investable assets and while they may come from different backgrounds they share a desire to have their wealth professionally managed. Some of my clients' backgrounds include:
Successful executives looking to enhance the growth of their wealth.
Professionals requiring assistance with their personal assets and a trusted partner with shared clients.
High-net-worth individuals seeking a higher level of personal service and assistance managing significant assets.
Business owners and Self-Employed Professionals who need help managing their personal and business assets.
Pre-retirees who want to make the most of retirement 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.
Other clients come to us after they experience a major life milestone such as:
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When they receive an inheritance or other large lump sum of money.
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When they approach retirement
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An important career or business achievement
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When a child graduates from university
Many times, our clients are referred to us from colleagues, family, friends or other trusted advisors such as their personal banker, lawyer or accountant.
