The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

Helping You Achieve Your Goals and Dreams

Planning for your financial future is more than just looking at numbers. To me, it's the people and dreams behind the figures that matter the most.

As an Assante advisor, I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. I can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth, and help you build the future you desire.

My Chartered Professional Accountant and Financial Planning expertise enables me to offer a unique service of combining tax savings and investment strategies. Experience in both accounting and investment services enables me to provide a unique skill to business owners by integrating the financial planning for both personal and business interests. 

If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.