My business centres on you and your big-picture financial well-being. I believe wealth planning and investment advice should go beyond simple asset allocation. My wealth advice addresses your entire life and all the expected and the unexpected opportunities and challenges that happen along the way.
From getting married, to buying a home, to planning for a child’s future, to building a business, my team and I can help you make informed decisions, remain well prepared and feel financially confident.
To provide the right, tailored advice, we need to build a trusting relationship. Good financial advice can only happen when we have a true understanding of your whole life beyond just finances, and understand your goals, fears, plans, as well as your family, business or practice priorities.
My role is to act as your quarterback to coordinate the services and advice that you will receive from my network of wealth specialists. I will help you articulate your goals, review your tax situation, review your investments, identify risks, create a retirement strategy, prepare your estate, and build a legacy.
In addition, I will keep you on track to reach your goals, preserve and grow your wealth, and achieve tax-conscious intergenerational wealth transfer.
My core principles: