In my opinion, financial planning is essential.

It is absolutely necessary to listen to the client, understand their needs and to ensure a constant follow-up in order to make personalised recommendations.

Once an investment strategy is put in place, regular follow-ups, changes at the most opportune times in the market and a constant communication with the client are the basis for a long standing client relationship.

I provide custom investment strategies to families and organizations with over $250,000 in investable assets.

 

My asset mix includes: 

  • Equities;
  • Fixed income vehicules;
  • Mutual funds; and
  • Exchange Traded Funds (ETF).

 

Building financial plan for: 

  • Retirement;
  • Education planning;
  • Major purchase needs; and
  • Any other financial objectives.

 

 

I use sophisticated tools to build financial plans and use a comprehensive method to analyze current investment holdings and tool for ways to optimize current situations. This can mainly be done through risk/return enhancement, investment diversification fee reductions and tax deferral.

 

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