Approach

 

My approach is different. Because my clients are different.

 

What is most important to you? As your Investment Advisor, I will tailor a solution specifically for you, to maximize opportunities and mitigate potential challenges down the road. I apply disciplined, holistic, transparent and independent guidance, maintaining open and regular collaborative lines of communication, listening to you, and keeping you informed.
 
In partnership with a specialized team of experts, we are here to understand your life priorities and deliver on our commitment to:


 Assess your financial goals and level of risk tolerance


 Develop a strategic and effective in-depth plan based on your current financial picture

 Put your customized investment plan into action

 Monitoring its progress over both the short and long term, with a responsibility to keep you informed 

 

 Meet at your desired frequency to review your portfolio, re-evaluate and re-balance where necessary 



What’s Your Life Stage? 

Pre-or Post-Retiree
We can guide you through an effective and holistic planning process in areas such as inter-generational 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.
 
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.
 
Parent, Guardian or Primary Caregiver
We can assist you in preparing an effective education savings plan that includes calculating the cost of a post-secondary education; creating a savings strategy; determining account types in an RESP; advice on balancing financial priorities; and implementing, and monitoring, your educational plan.