Customized to you
We put our clients’ needs first. Your portfolio will be tailored to your individual needs. No two people or families are alike, so no two portfolios should be either. As a team, we are dedicated to your success.
Tell me about yourself
Where you are and where you’d like to go is just as important as the dollars invested and the state of the markets. You may be nearing retirement and wanting to feel more financially prepared or perhaps you have business assets as well as personal investments to manage. Perhaps you may wish to provide for your children’s education, spend your winters in Florida, leave an estate to your loved ones, or donate to your favourite charities in a tax effi cient manner. Whatever your dreams and objectives, I have the expertise to build and implement a sound fi nancial strategy to realize these goals.
Others at the table
You may already have an insurance agent, a lawyer and/or an accountant who has assisted you with tax advice and estate planning. If you are not currently working with these specialists, I can introduce you to leading professionals to complete this essential team.
If you have these professionals in place, what you are probably missing is an Investment Advisor who listens to your unique needs, goals and expectations, and can deliver an alternative to the well-travelled investment path.
I look forward to discussing your unique circumstances and the ways I can work with you to plan for long-term financial success.