Our Clients

My services are designed for individuals, families, businesses and other organizations that require professional assistance managing their wealth. On average, my clients have at least $200,000 in investable assets and while they may come from different backgrounds they share a desire to have their wealth professionally managed. Some of my clients' backgrounds include:

Successful executives looking to enhance the growth of their wealth.

Professionals requiring assistance with their personal assets and a trusted partner with shared clients.

High-net-worth individuals seeking a higher level of personal service and assistance managing significant assets.

Business owners and Self-Employed Professionals who need help managing their personal and business assets.

Pre-retirees who want to make the most of retirement savings as they approach retirement.

Retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security.

Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner.

Other clients come to us after they experience a major life milestone such as:

  • When they receive an inheritance or other large lump sum of money.

  • When they approach retirement

  • An important career or business achievement

  • When a child graduates from university

Many times, our clients are referred to us from colleagues, family, friends or other trusted advisors such as their personal banker, lawyer or accountant.