Thank you for visiting my website. I believe your future financial success depends on having a clear idea of what you are trying to accomplish, coupled with a realistic understanding of what you are like as an investor.
Whether you are approaching retirement, already retired, receiving an inheritance, preparing to sell business assets or updating your will and estate plan, I focus on helping you formulate a longer term wealth management plan tailored to your situation.
I have adopted an inuksuk concept in my wealth management approach. The traditional meaning of an Inuksuk is to act as a compass or guide for a safe journey...
Each stone in an Inuksuk is selected and placed with care so the whole structure has meaning and purpose to guide travelers
Like an Inuksuk, an investment portfolio is built with careful planning, designed to present a trusted and clear direction. When combined with a defined strategy and a common goal, we reach the destination we set for ourselves. Your portfolio is built on a solid foundation and carefully assembled to stand the test of time, delivering a clear and trusted direction for each step along the way. With care and responsibility, I create and manage the plan that directs you to your goal and delivers peace of mind.
My team is in the business of helping people set and achieve their financial goals. It is a business of service and it's success is dependent on building relationships that have trust as their foundation.
Please feel free to peruse my website to learn more about how my team can service your investment and financial needs. Be sure to visit my client testimonials page to see what our clients have to say about us.
If there is anything specific you wish to discuss or if you are interested in a complimentary portfolio review, please do not hesitate to contact me either by email or by phone.
Sincerely,
Richard
