What should you expect from me?

Beyond customized portfolio management – the inherent skill sets of asset allocation and balancing risk against reward – you can expect a comprehensive financial roadmap through ongoing, strategic and practical advice that’s rooted in experience, discipline, and an eye on your short- and long-term objectives.  

A Full Spectrum of Advice
 
Advice
Informed, ongoing guidance to keep you on track to achieve your financial goals
 
Wealth Management
Holistic, unbiased stewardship of your complete financial picture (financial, tax and estate planning; retirement and educational savings; insurance; philanthropy, etc.)
 
Referrals
Professional services alliances, designed to connect you with a network of independent experts, including accountants, lawyers, lenders, and insurance experts
 
Discipline
Unwavering focus on your long-term objectives to prevent the emotional ups and downs of investing
 
Education
Information and resources to help you participate in – and maintain ownership of – your financial future
 
Meetings
Ongoing touch points based on your personal needs – meetings, phone calls, email correspondence, etc.
 
Estate Planning
An effective action plan to ensure that your wishes are secured
 
Tax Planning
To ensure your financial plan is efficient, and your tax liability minimized
 
Goal-Setting
Clear consistent priorities, followed by regular monitoring, review and assessment

Risk Management
Identification, measurement and mitigation of investment risks, according to your risk tolerance parameters, to best preserve – and grow – capital
 
Insurance Consulting
Recommendations to maintain and protect your financial stability (including segregated funds, annuities, disability, critical illness and long-term care)
 
Retirement Savings
Comprehensive solutions to help you accomplish your aspirations for a successful and fulfilling retirement
 
Education Savings
Conversations about alternative options to saving and investing, like TFSAs, life insurance – and non-registered, trust or corporate business accounts
 
Research
From industry trends to the specific macro and micro-economics factors that impact your individual financial plan, we keep you informed


 

The right Investment strategies to meet your needs.
 

I can help you achieve your financial goals.
Contact me today.