What you can expect from us:
Complete Independence and Objectivity
As a portfolio manager, I am licensed to make investment decisions on your behalf. All investments are based solely on your personal investment objectives and financial goals.
Full Transparency
My fee is based on the market value of your investments. I do not receive any fees or incentives related to selling investment products, therefore our interests are aligned.
A Defined Process
I work to increase the value of your investments while ensuring risk is minimized. I minimize risk through proper diversification, quality of investments, and dividend income.
Professional Excellence
I manage your comprehensive financial health with a team of experts in retirement and estate planning, tax strategies, insurance and private banking.
Superior Client Service
My team and I are able to provide superior service by limiting the number of client relationships we have. You will receive a highly personal experience based on your needs. Money is personal and emotional and we are there to help in every way we can.