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Shiho Okuyama
Tony Stephens
David Tremblett
Rhonda Blanch

Address
1 First Canadian Place
38th floor, P.O. Box 150
Toronto, ON
M5X 1H3
Map

My Commitment

Life Changing Events

There are certain events that impact our lives emotionally, structurally, and financially. As we enter different stages in life, I am commited to working with you to better understand what issues are most important to you.

I have helped several clients through challenging life events such as:
  • Taking Care of an Ailing Parent
  • Death of a Loved One
  • Dealing with Disability
  • Divorce
  • The Empty Nest
  • A Second Marriage
  • Downsizing the Home
  • Transitioning a Career
  • Approaching Retirement
If you are going through any one of the life events listed above and would like to speak with someone, please feel free to contact me.

High Level Counsel and Expertise

Combining years of technical expertise with my wealth management approach, I offer high level counsel to the families I work with.

As an FCSI designate, I have been awarded the industry's highest designation. This designation is given to industry professionals for three reasons: Years of experience, Investing with Integrity, and Academic Achievement.

My Commitment To Clients

"I take great pride in helping my clients reach their financial & retirement goals. I am committed to providing you with access to the best investment processes, ideas, and products that exist in the marketplace. Believing that you deserve full transparency, I provide simple investment solutions that are easy to understand so that you will always be comfortable with what you own. You will find my approach client focused and tailored to your needs.” Shiho