I will involve the whole family in the wealth management process, seeking to help every member both financially and personally. In my experience, when everyone is engaged in the conversation and dialogue is open and honest, families are best positioned to build wealth that can last for generations.
I can help your children to save for a first car or first home, show the how to invest, and assist with teaching them the basics of wealth stewardship. When they start a family, I can help them invest for their children’s education. Later in life I will guide them through the executor process as they manage your estate, or engage BMO Trust Company to provide executor services.
In addition, I can assist your parents with legacy planning, create personalized strategies to help them generate a steady income from their investments, and assist with their account management and estate planning to make the wealth process easy and enjoyable.
Business or Practice Succession Advisory Services
After building a practice or company for many years, stepping away can be psychologically difficult for professionals who have been driven and defined by their work. I can help you retire successfully by providing support and coaching you through the major transition both financially and emotionally.