Our services

 

Our approach

With passion and dedication to the industry and my clients, I set the benchmark for excellence. My wealth advisory process offers assistance with concerns in many areas, including family needs, income and asset protection, retirement planning, philanthropy, estate planning, business succession planning and investing. This disciplined, process-driven approach, which focuses on every aspect of your wealth, is the practical way to manage your financial matters.

Using a holistic approach, I create a complete customized financial plan, investing the necessary time with every client to ensure an understanding of their individual financial needs. This allows me to create the most appropriate, efficient and effective solutions. I remain committed to building client-advisor relationships that remain open, mutually enjoyable, and long lasting through the wealth accumulation, management and preservation stages of your life.

Retirement planning: I utilize comprehensive investment and retirement software to determine if clients are on track in reaching both their retirement and investment goals.

Estate planning: Minimizing taxes, preservation of capital, reducing probate fees, and gifting are all part of our efficient estate planning strategies.

Insurance: I can assist with life and disability insurance planning, along with other applications for insurance such as tax-free compounding outside an RRSP, insured annuities to generate income and preserve capital, and more.

Education programs: The cost of post-secondary education in Canada is high and climbing. Registered Education Savings Plans (RESPs) offer tax-deferral and the federal government’s Canada Education Savings Grant.

Business succession planning: I can help you plan and finance a successful transition for both family-run and public businesses.