Philosophy

Philosophy
 

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.