Wealth Advisor, Associate Portfolio Manager, CIM
Toll Free: 1 800-227-9842
1 First Canadian Place
39th Floor, P.O. Box 150
We offer a personalized approach to wealth planning for successful, wealthy Canadians.
What’s Your Life Stage?
We 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.
Women's Health and Wealth Workshop Lunch:
Young Professional? We 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, we 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.
To learn about when our next Women's Workshop is taking place, please contact Stacey Roberts.