Getting to know us Today is
Comprehensive Financial Advice
Together we will develop a comprehensive and ever-evolving life plan tailored specifically to you, to help you achieve your long-term financial goals. As part of this plan, we cover the investment, insurance, debt, tax and estate planning aspects of your situation.
Independent
To ensure you receive the best possible solution, we are independent. By not aligning ourselves with any one institution, we have the freedom to choose providers that best fit your needs.
Personal Risk Profile
My investment philosophy is essentially conservative in nature. Operating within each clients risk profile an investment portfolio is structured which will achieve long-term growth without undue risk. Your portfolio is continually analyzed and rebalanced to help monitor and manage market volatility. This also ensures you stay within your risk tolerance profile. As a result, both my clients and I sleep soundly at night.
Access to Outside Specialists
As part of this process, I coordinate the activities of existing professional advisors such as:
- accountants
- bankers
- mortgage brokers
- lawyers
- other professionals as needed
Tax Saving Opportunities
For most clients, tax planning and minimization are key components of the financial plan. As part of the overall plan, strategies such as RRSP planning, income splitting, PHSP’s and trusts will be evaluated.
Ongoing Attention
Your accounts will be monitored to take advantage of the opportunities created by changing circumstances.
Complete and Regular Reporting
I believe it is important to document the process in writing. With this you will receive meeting summaries, product statements, reviews and updates.
_____________
I strive to build trusted long-term relationships with clients by providing exceptional service and complete financial peace of mind.
_____________
“The art of living easily as to money is to pitch your scale of living one degree below your means.”
–Sir Henry Taylor
_____________
