Providing Financial Peace of Mind
Providing Clients with Financial Peace of Mind
In its simplest form, Tina focuses on preserving and enhancing her clients wealth. Wealth is difficult to build and deserves to be managed with prudence, intelligence and thought. Tina works with her clients to builds low-volatily, diversifed and quality portfolios.
Tina works with clients over the long term and through different stages of their life. Clients include:
Business owners, professionals & executives who seek the benefits of delegating the management of their financial affairs to a trusted professional.
Well-established families seeking estate planning guidance spanning several generations.
Divorcees who are in transition and seeking prudent financial advice and estate planning.
Retirees who would like to design a disciplined financial plan to maximize and protect their financial security
Tina's team provides wealth management that goes beyond simply investment advice by addressing a wide range of concerns related to both your financial, business & life goals.
An Informed View of the Bigger Picture
Tina's extensive experience in the capital markets sector provides her with an insiders perspective on how institutional portfolio managers across Canada and the US have navigated challenging markets. Her background as a chartered accountant provides her with the strong foundation needed to structure sound investment solutions. Her experience working in North America and Europe, coupled with experience analyzing investment opportunities in Asia, Australia and Africa provides me with necessary global perspective.
Building engaging and lasting relationships based on trust and integrity.