"My goal is to bring clarity, confidence & consistency to the management of your long term financial needs."
Whether you are investing for yourself, your family or your business, I am able to help customize an investment strategy to meet your specific needs for growth, income or capital preservation. As one of our valued clients, you will have access to a variety of investment options including (but not limited to) stocks, bonds, preferred shares, ETFs, GICs and mutual funds: all backed by our proven investment strategies & top-ranked capital markets research.
In addition to providing expert advice and guidance for your investment accounts (such as RRSPs, RRIFs, RESPs, TFSAs Trusts and Corporations), with the help of my team of Wealth Management specialists, I can also bring together personalized solutions to address your ongoing financial, tax, retirement and estate planning needs.
If you have any particular questions about how you are currently positioned in this changing market environment, I would be happy to offer you a no-obligation, complimentary second opinion of your portfolio & long term plans anytime!