For more than 30 years, I have been sharing my investment knowledge and financial planning expertise with Canadian families, professionals and small business owners. I have guided clients through many market cycles, always emphasizing wealth protection, capital preservation, tax efficient income generation and long term growth.
We provide wealth management services:
- Investment Strategy and Second Opinion Review – we offer a choice or blend between fee-based investment management and transactional brokerage services
- Advanced Planning – we build easy to understand financial plans that integrate retirement cash flow, insurance, estate planning, charitable giving, business succession planning,etc.
- Relationship Management – we work closely with each client’s team of advisors, such as accountants and lawyers, to achieve specific objectives and outcomes.
