Who we serve?
Our clients are business owners and incorporated individuals in variety of industries. We don’t believe that wandering generalities can do the best job at serving the unique complexities of a business owner.
We believe in meaningful specifics, that is why we work with business owners.
Right fit is important to us. We only work with very specific type of higher level clients who value our advice.
Problems those clients face?
Are you an entrepreneur worried about making your wealth work for you and save taxes to preserve and grow your wealth? I understand the unique complexities that come with being an entrepreneur.
- You are a high income earner and pay a high marginal tax rate
- Your time and energy is better spent on growing your business
- Your business structure, tax and estate matters are unique and complex
- Your retirement goals may include staying involved in your business somehow
- You don’t have a company sponsored pension plan, you can’t just walk away from your business and retire
Do you want to:
- Eliminate guesswork from your investment process,
- Not be bothered by volatility anymore and
- Learn about tax strategies that can potentially save you thousands of dollars when you sell your business?
We have designed a clear and concise framework to solve these problems for you.
Our clients enjoy the simplicity and peace of mind that it offers.
How I do it?
I apply my unique, comprehensive and proactive framework called Wealth Rewired, which I have specifically designed for my clients to make their complex financial matters simple and attainable. By taking our integrated approach to wealth, we can help you:
- Protect your lifestyle
- Manage your nest egg
- Plan your retirement
- Create a lasting legacy
- And much more
As a business owner your wealth is more than just investments. By following my approach you will walk away with a better understanding of what wealth means to you. To learn more click here.
Why I do it?
This is important work, it makes a huge difference in our clients' lives. We love to educate our clients, earn their trust so that they can control their time pursuing other meaningful things that enrich their lives. My greatest professional satisfaction comes from seeing my clients reach their financial goals.
The transformation that we create is not only meaningful to my clients, it also serves as a source of fulfillment to me.
What makes me different?
My clients come to me because they are looking for expert advice. I have made a commitment to the highest level of expertise by obtaining CA and CFA designations.
My unique Wealth Rewired approach and resources available at RBC Dominion Securities enable me to design and implement a wealth management process that can facilitate a wide range of complex financial matters.
To put an end to stressing about your finances, I invite you to reach out to learn more.
