Together, we create & protect your family wealth.
The financial goals of my clients are vast and vary signigficantly depending on their stage in life. We talk and strategize about home ownership, educating our children, taxation, building and protecting our income, our careers, a business, and building our net worth with properly structured investment portfolios.
I know the ultimate goal for most of my clients is the pursuit of finanical independence. A stage in life when we can do what we want, when we want, with the people we most enjoy. To strive to get to a point when work becomes optional.
My mission: To provide financial clarity to Canadian families, and see that they realize their financial dreams. How?
Understanding your needs and creating solutions to your priorities and questions.
- How do I keep up with changing markets and legislation?
- When can I retire? Will there be an impact on my lifestyle or future goals?
- How can I reduce the taxes I pay? Am I missing opportunities?
- How do I ensure that my estate wishes are fulfilled?
- Is my family protected and prepared to inherit my wealth?
- How do I protect my business now and in the future?
Team Approach
Today, the management of personal wealth is more complex than ever. We realize that no one person can be an expert in everything. That is why I work closely with a large team of professionals who when needed will provide guidance and recommendations to create your Comprehensive Wealth Plan to address all of your needs.
Comprehensive Wealth Planning
The combination of traditional investment Advice with insurance, tax and estate planning takes your entire financial situation and future lifestyle objectives into consideration. Your Wealth Plan is designed to provide a roadmap to preserve the wealth you have worked so hard to create, enhance it as much as possible without taking undue risk and finally transfer your wealth efficiently to your beneficiaries.
We Can Simplify Your Life
I realize that no two investors are alike. Everyone has unique needs and circumstances. Finding the time to manage your finances is hard to do. Developing the expertise to understand financial markets, taxation and retirement planning is even harder. My role as an Assante Advisor is to help guide you through many of the complexities associated with wealth management.
