Who I help:
Everyone is different. Each of you has a unique set of needs. But a common thread is the need for ongoing, qualified, professional investment guidance.
Here are some examples of the people or organizations that I currently help:
- Not-for-profit organizations
- Cross Border families
- Canadians living overseas
- US residents
- US persons living in Canada
- Family offices
- Entrepreneurs
- Senior Executives
- Spanish speaking residents of Canada
