My goal is to help you achieve your goals and dreams, knowing that you have taken action to help protect and enhance your family’s financial security. I follow a more holistic approach when working with families and business owners to:
» Uncover tax inefficiencies to help accelerate the growth in your investment portfolios
» Construct truly diversified investment portfolios taking into account today’s economic climate and recognizing which asset classes to focus on
» Reduce risk by constructing portfolios that are geared towards producing income while at the same time looking for inefficiencies in the marketplace to enhance annual returns
» Help protect on the downside when opportunity presents itself by reducing exposure to equities
» Provide solutions to high net worth individuals who are maximizing their RRSP contributions and are looking for additional tax efficient solutions
»Benjamin Franklin once said: “Those who would give up essential Liberty, to purchase a little temporary Safety, deserve neither Liberty nor Safety.”
I work directly with every client. I accept new clients only when I believe I can improve and add value to their situation. I limit the number of client relationships I accept, ensuring my clients receive the attention and service they deserve.
I hold myself to a high fiduciary standard. Every action I take must pass the basic question – “Is this the right recommendation for my client?”
While I recognize the need for marketing my services to grow my business, I only accept new clients by referral.