No matter who you are

Achieving your financial goals should be simple. Take for example the goal of building or maintaining a retirement nest egg. From a purely mathematical point of view, success or failure rests on only two variables: your rate of savings and your rate of return. 

Streamline and Simplify

I help my clients streamline and simplify their finances by focusing on what most influences the accumulation and maintenance of their wealth. A better understanding of what we are doing, and why we are doing it brings them peace of mind, especially during times of uncertainty. 

Rate of Savings

You spend your money on just four things. A Simplified Household Cash Flow Statement segregates your spending into these four areas, and it takes just a few minutes to complete. With this knowledge, you can manage your cash flow more effectively, and enhance your rate of savings. 

Rate of Return 

Your Investment Strategy determines the rate of return that your portfolio will generate over the long term, and the short term volatility (ups and downs) it will experience. We focus on the only three factors that influence your portfolio's rate of return. We draw from the substantial resources of RBC Dominion Securities to tailor an investment strategy to each client's unique circumstances. 

Putting It All Together 

Finally, on an ongoing basis, we monitor your household's financial health, investment strategy, and we address areas of financial risk and estate planning - often in conjunction with your lawyer and accountant. 

My Background

I am a Chartered Accountant and I have gained extensive experience working with self-employed health care professionals and business owners over the past dozen years. I and my team help our clients fulfill their long-term financial goals in the most straight-forward, tax efficient and cost-effective manner possible. 

If you have any questions or if you would like to find out more about how I help my clients, don't hesitate to email or call. 

Important Notices