We inspire and mentor our clients’ into realizing their financial hopes, dreams, and goals through holistic wealth management.
Why You Should Work With Us
My clients tell me that what they value most about me is that I am a partner not only in their financial affairs but also in their personal lives-helping them deal with lifestyle choices, setting priorities and making important decisions that will affect them the rest of their lives. I don’t just manage the money but I understand that it’s the emotional aspects of life that are the real driver of their life decisions.
How We Can Help You
We are here to help you prepare for life’s events: when you are getting nervous about your approaching retirement, downsizing your house and need to create a stable cash flow from the proceeds, when you buy or sell a business or are thinking about doing business succession planning, when it’s time to sell the cottage or do estate planning, when you get a laid off notice, when you get married, divorced, widowed, and when there’s a birth in your family or the death of a loved one or illness.
Positioning yourself in anticipation of change will allow you to take advantage of opportunities that are available and provide you with choice.
If you would like to prepare for your future now,
I invite you to contact me at
Birgit Ratz-Cheung 905-305-8037 or Birgit.RatzCheung@nbpcd.com