How I Am Compensated
A deeply vested interest in your financial well-being
My business model has been designed to foster a true partnership between us. Our motivation lies only in helping you make smart and compelling choices when it comes to organizing and managing your portfolio.
My business is uniquely focused on helping you achieve your investment goals by coaching on the key elements that drive success, namely - asset quality, price, portfolio design and investor behaviour.
With 20 years of experience as an Advisor to affluent clients, I am keenly aware of the vast array of messages bombarding investors versus the time-tested, simple strategies that truly are effective.
With this mind set, I tailor my advice and recommendations around our mutual goal - growing and protecting your money in a steady fashion.