Louis has extensive experience working with affluent individuals and ultra high-net-worth clients.
Clients who choose to work with Louis benefit from his in-depth knowledge and attention to client service including. Louis specializes in working with clients who require his professional expertise to:
- Simplify their financial affairs by coordinating their investment and financial planning strategies
- Improve efficiencies in their investments by using tax-minimizing strategies, being attentive administrative details, creating a long-term Investment Policy Statement
- Maintain a well diversified portfolio to meet their long-term goals, tolerance for risk and our overall economic outlook
- Provide a coordinated approach to Will and estate planning
- Protect and preserve wealth for themselves, their spouse or common law spouse, and ensure a tax-efficient transfer of wealth to the next generation