I align my clients’ values and goals with objective and integrated advice encompassing investment choices, risk mitigation, insurance protection and tax minimization to create a holistic financial plan providing synergy between their business and personal lives; and giving them peace of mind for their future.
Unlike many other advisors on the market, I take into consideration a vast array of investment products and strategies to ensure the most suitable choices for my clients.
Insurance products and services are provided through Assante Estate and Insurance Services Inc.