Whether you’re growing, optimizing, or preparing to pass the torch, our Wealth Plan guides each decision: tax, cash flow, risk, and investing—so you can live on your terms.
A planning-first approach to taxes, risk, and portfolio—so you can move with clarity.
You have worked long and hard to get to this phase of your life: retirement. While we all look forward to crossing the retirement “bridge”, it can cause much stress and anxiety. I have learned that when you have a well thought out financial plan that addresses all of your options, you will feel empowered and comfortable with any retirement decisions that you need to make.
Parents: I understand the many responsibilities you face every single day raising a family, balancing career and life, paying for your children’s activities and their education, meeting all of your financial obligations, all the while adding to your nest egg and planning for your retirement. It can be daunting.
Business owners: As a business owner like you, I’ve tried to focus my time on the things that I do best for my clients. Working with trusted professionals of various descriptions has helped you be successful in your business. Partnering with a strong Financial Planner and Investment Manager for your retirement will improve your results and expedite progress, while removing obstacles and minimizing stress.
Retirees: All the sacrifices have paid off. Now then, is your money working as hard for you as you did to earn it? Are you working with the best financial planning and investment professionals to ensure you are taking advantage of every financial possibility? Are you comfortable with your portfolio risk? Are you squeezing every penny out of your retirement income? Are you minimizing investment fees and taxes to ensure your money lasts as long as you need it to? Is your estate plan clear so that you can ensure yours, your spouse’s, and your children’s financial future?
As a Chartered Investment Manager (CIM) and Personal Financial Planner (PFP) with over 20 years of industry experience, my true value as your Financial Planner and Portfolio Manager is to explore all the possibilities for your retirement and act as your sounding board in discussing any and all financial decisions you face. By helping you plan for your retirement, as well as, guide you through it, I will reduce the stress and anxiety with all of your financial decisions, so that you can focus on living a full life now and in retirement.
You will not be forced to sit through a standardized sales pitch touting how wonderful we are. We will have an open conversation where you will outline your dreams, goals and what you want to accomplish.
A financial plan is the foundation for everything else that follows and is one of the most critical steps. Your personalized financial plan is a roadmap providing a clear pathway to how to accomplish your goals.
A team of Portfolio Managers with decades of experience will build a diversified global portfolio designed to meet your cash flow needs in a tax efficient way.
Whether your situation has changed or remains the same regular checkups are important for staying on track.
Your advisor is here to take care of you. Through ongoing communication your advisor helps you to stay focused on your goals and provide guidance. All aspects of your financial health are attended to encompassing estate work, succession planning, insurance and tax efficient income planning.
