As an experienced and driven Wealth Advisor, I do much more than simply manage investment portfolios. My advisory services address the entire spectrum of your family and business wealth needs, from investment management to complete and highly personalized strategic wealth planning.
Working collaboratively with BMO specialists, I provide retirement planning to ensure a reliable income stream, tax efficiency planning, trust and estate planning for seamless wealth transfer to your heirs, insurance services to protect your family and legacy, business succession planning, and more.
My custom-tailored, holistic wealth management strategies are based on your vision, will evolve as your needs change, and are delivered with warmth, integrity and ingenuity.
Building trust and confidence
I advise a wide range of investors, primarily business owners and individuals who have gone through (or are going through) a divorce, pre-retirees and retirees. Most of my clients have been referred by their loved ones, so I have the honour of looking after multiple generations and extensions of families.
My team and I provide access to a wealth of educational materials, promptly return phone calls, and quickly follow up on queries and requests. I will monitor your account regularly to take advantage of new opportunities and address changing market conditions, and regularly review your goals, strategies and portfolio performance.
Specialized advice for business owners
In 2014, with a team of professionals, we founded the North Edmonton Business Association focusing on area North of Yellowhead Treal from North West to North East. I volunteered as the Executive Director & President of the North Edmonton Business Association (NEBA) till 2019. Through my volunteering role, I understand the Edmonton business community. I help business owners, senior executives and incorporated professionals to create tax-efficient structures that optimize their personal and corporate wealth, while accommodating busy schedules.
Working closely with specialists across BMO Financial Group, I can:
Manage your holding company and corporate reserve funds.
Address tax-management and cash flow considerations.
Plan for business succession while minimizing tax and improving your financial stability.
Implement strategies such as estate freezes, key-person insurance, shareholders agreements and buy/sell agreements.
Develop your complete personal and business WealthPlan.
Assist with your insurance needs.
Secure tailored commercial banking and borrowing services and solutions
Contact me to discuss the many ways I can help you to achieve your vision.