Approach

Mission

Comfort | Reassurance | Security ...in pursuit of their current & long term wealth goals.

Listening to my clients and understanding their concerns are what I do best. Having gone through challenging life experiences, loss of my father at a young age, having to manage my mother's finances, and being a single parent, I am able to understand how complicated and overwhelming things can be.

I am committed to developing Financial and Estate Solutions that are specifically tailored to suit each client’s individual needs. My objective is to preserve, grow and transfer their estates with ease and peace of mind. In addition, I wish to educate women to assume responsibility in managing their own wealth. I work closely with my professional business partners to serve them best. 
 

Process

Once your information is gathered, I will do my best to illustrate clearly to you so that you can understand the correlation between: risk, return and volatility. Thereafter, solutions will be presented and a plan will be selected which best suits you. Reviews are done on a regular basis and changes are made when needed.

As your investment advisor along with my specialized team of experts are here to understand your life priorities and deliver on our commitment to:

 Assess your financial goals and level of risk tolerance

 Develop a strategic and effective in-depth plan based on your current financial picture

 Put your customized investment plan into action

 Monitoring its progress over both the short and long term, with a responsibility to keep you informed 

 Meet at your desired frequency to review your portfolio, re-evaluate and re-balance where necessary