My Clients
I offer a personalized approach to wealth planning for successful individuals and families.
What’s Your Life Stage?
Pre-or Post-Retiree
I can guide you through an effective and holistic planning process in areas such as intergenerational wealth transfer, cash flow, long-term care, retirement and estate planning (including counsel at family meetings to share thoughts, wishes and objectives); establishing/updating wills and powers of attorney; using insurance as a safety net; and appointing an appropriate executor to ensure your benefactors are secured for the future.
Young Professional
I can work with you on a financial plan that reflects your priorities, ambitions, and long-term financial horizon – counsel around 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, preservation of capital, financing, tax and succession planning, etc.
Parent, Guardian or Primary Caregiver?
I can assist you in preparing an effective education savings plan that includes calculating the cost of a post-secondary education; creating an effective savings strategy; determining account types in an RESP; advice on balancing financial priorities; and implementing, and monitoring , your educational plan.
Living with a Disability 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 develop a financial plan with decision-making directives and insurance alternatives.