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Your Financial Road-Map

Navigating the financial road can be challenging and confusing for some. The path can be filled with hills and valleys, zigs and zags, and a few speed-bumps along the way. While a universal financial road-map would be extremely helpful, it does not exist since diverse personal goals lead to very unique paths. Where is your financial road taking you?

Some are navigating towards a down payment on their dream home or a family camp on the lake. Others are heading towards a lifelong desire to travel - to go on an African safari or a month long cruise around South America. Perhaps your road leads you towards providing the highest level of education for your children and grandchildren. For many, the road leads them to the ultimate goal of early retirement, living in a desired lifestyle of their choosing. Maybe combinations of these examples are just pit-stops on a long path towards fulfilling a philanthropic dream while building a lasting legacy.

Whichever financial road you are on, whatever your goals may be, my objective is to help simplify and navigate the path, to provide a customized road-map that gets you to your destination.

How We Get You There

I have carefully assembled a team of highly accredited lawyers, accountants and financial planning professionals, business owner specialists, insurance specialists, personal and business banking partners to provide the personalized advice required for your unique path. By working with my team, you gain access to a high level of service similar to what you would find within a Family Office. We are able to deliver the level of integrated wealth management expertise that previously was available only to the most affluent families. To ensure proper co-ordination of all strategies, we also work in consultation with your other professional advisors, such as accountants, lawyers and private bankers.  I invite you to learn more about our Wealth Management process.

Who I Work With

My clients often have unique and intricate financial situations which require sophisticated guidance.  They include business owners, established families, professionals, non-profit organizations, and philanthropists who are looking to do one of three things:

  • Those who wish to Build Wealth such as entrepreneurs, professionals and executives who want to make the most of their savings as they approach retirement.
  • Those who wish to Protect Wealth are clients who look for innovative strategies to maximize their after-tax retirement income, while protecting their financial security.
  • Those who wish to Transfer Wealth are clients who seek professional guidance transferring wealth to the next generation in a tax-efficient manner.

If you fall into any of these categories please contact me today to arrange a complimentary, no obligation consultation – my team and I will be happy to discuss your unique needs. 

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Women, Wealth and Family

Jul 12, 2017 06:00 PM - 07:30 PM Eastern Daylight Time
5 Forks South 1072 Oliver Rd. Thunder Bay, Ontario

Please join us for a complimentary seminar tailored to female investors, professionals and business owners. Our session will include an opportunity to network with like-minded women and ask questions about building retirement income, investing for the future, and managing your wealth for the long term.

 

For additional details, please click here


Pay Less Tax in Retirement

Apr 26, 2017 07:00 PM - Apr 26, 2017 08:00 PM Eastern Daylight Time
1201 Idlywild Dr Fort Frances, ON

Attend our complimentary seminar, 10 Strategies to Pay Less Tax in Retirement. We will discuss:

• Our economic and market outlook

• Income splitting, spousal RRSPs and other family tax strategies

• Creating tax-efficient income from your investments

• The value of different investment products

• Other sophisticated strategies like spousal loans

 

Click here for full details.


The Principles of Successful Investing

Mar 07, 2017 07:00 PM - 08:00 PM Eastern Standard Time
604 River Street Thunder Bay, Ontario

Click here for details.


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