Vice-President & Portfolio Manager, Investment Advisor & Financial Planner
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Wealth management is about many things: retirement planning, wealth transfer, lifestyle protection, legacy creation and, above all, the confidence that you can achieve almost any financial goal with the right advice and a comprehensive plan.
In your journey to financial freedom, you will notice managing wealth is never a straight line. Your wants, needs, risk tolerance, time horizon, the markets – each is in continuous flux, and require your wealth plan to be adjusted accordingly. We're here to help you navigate the complexities and day-to-day details of wealth management, so you can focus on enjoying it, not managing it. We'll build you a comprehensive plan that addresses all financial aspects at each life stage and will be there every step of the way.
We can help you and your family:
Contact us today to set up a chat and see how we can help.
If there is one lesson from the pandemic of 2020, it may be this: We are biological beings in a digital age.
While some tempting cases can be made for value, we think it’s too soon to go big into value stocks at the expense of growth stocks.