Personal Wealth Management Solutions
I serve individuals and families who have neither the time nor the desire to manage their investments on their own. My clients value the advice and knowledge that an experienced investment professional offers. And through extensive discussion about their financial beliefs and objectives, I create a plan to give clarity to their investment portfolio so they can remain focused on the other of life's priorities. Additionally, working with a team aligned with the strength of one of North America’s top financial services firms my clients are confident not only in the value they receive from our relationship but that their investment savings will be there and available when they need it most.
Your relationship with a your financial advisor is like no other. Your advisor will be many things to you – a friend, an ally, a foil, an educator and a confidant. She/he must be someone you like and can trust; someone you can believe in. Together you will celebrate good fortunes, and work through challenging times.
I promise to keep you informed and on track with your investment plan. On a regular basis, I will review and monitor your account to ensure that it remains strategically aligned with your needs and positioned to take advantage of market opportunities as they present themselves. My team prides itself on responding to calls and emails promptly, and handling all issues regarding your account accurately and efficiently.