What it’s like to work with me
When you become my client, I will make and keep these commitments.
I will really get to know you, and make sure you are set up to achieve your goals and protect your wealth. My biggest strength is my client contact. Advising many multigenerational families, many being three generation clients, I become very familiar with them as we work hand in hand. Most of my business has grown through referrals from existing clients.
I will stay in regular contact with you to remain knowledgeable about any changes in your life, speaking to you at least every quarter, or more often depending on your needs and degree to active involvement in your portfolio.
I will be well-organized, follow up diligently, and proactively keep you informed about your portfolio, actions required or market developments. My phone rarely rings because I’ve already contacted clients to tell them what they need to know! For example, if you are paying quarterly tax installments, I will ask in advance if you need money transferred. To anticipate your needs, I have a powerful calendar that tracks monthly: donations of appreciated stock, tax-loss selling targets, RRSP contributions, and much more.
You are always welcome to ask me for help with anything in your life. Do you need a top real estate professional to help you downsize your house? A trusted lawyer, accountant, or notary? I will do my best to bring ease to your life and introduce smart resources.