Your wealth is personal. So is my approach.
I recognized early in life how powerful it was for my mother to plan with the help of an advisor. It enabled her to retire early and enjoy life after working very hard to support me and my siblings. I also learned from her that wealth is all about forming good habits and discipline, making lifestyle changes, monitoring your wealth regularly, and having the right plan that meets your evolving needs.
After getting to know you on a very granular level and discovering how your financial attitudes were formed, what your money means to you, and what your vision is for yourself and your family and business, I will create a tailored Financial Vision Document and complete WealthPlan for you. These will help you see where you are, where you want to be and the necessary steps in your plan of action to achieve your goals. I will help you set goals for both the short and long term and coach you to make smart decisions and stick with them.
Working with an experienced team of specialists at BMO Financial Group, I will provide an integrated, complete suite of wealth management services that include:
Trust and estate planning
Business succession planning
Philanthropic strategies and more.
What’s your life stage?
Pre-retiree or retiree? I can guide you through holistic planning in intergenerational wealth transfer, cash flow, long-term care, retirement and estate planning (including counsel at family meetings to share thoughts, wishes and objectives); establishing and updating wills, powers of attorney and trusts; using insurance as a safety net; and appointing an appropriate executor to ensure your benefactors are secured for the future.
Young professional? I can counsel you on home ownership, debt management, stewardship of family wealth, saving and investing for retirement, and professional referrals to help you build a trusted network.
Business owner/entrepreneur? Whether start-up or mature business, I can help align your personal goals and priorities with the income-generating needs you face as an owner, including cash-flow management, capital preservation, financing, tax and succession planning, etc.
Parent, guardian or primary caregiver? I can help you preparing an effective education savings plan that includes calculating the cost of a post-secondary education; creating a savings strategy; determining account types in an RESP; advice on balancing financial priorities; and implementing and monitoring, your education funding.
Living with or caring for someone with a disability? I can address ways to improve your financial well-being through solutions that include potential government benefits and tax credits, and developing a financial plan with decision-making directives and insurance alternatives.
Contact me to discuss the many ways I can help you to achieve your vision.