25
Years Experience
in This Field
A Comprehensive Approach
Your life is constantly changing: having a family, buying a home, changing jobs, facing health issues, transferring your business, planning your retirement. That's why I will make sure your financial strategy is in step with your reality, while growing your assets and maintaining your quality of life. We will rely upon the comprehensive review of your situation and your goals that we undertook together to guide us through good times and bad. No matter what life has in store for you, you can always count on me. I'm in your corner, always there to help you stay the course and push your limits. Together, we'll do more.
Building Your Future, Together
We start by asking you about your goals. Then, we talk about your concerns and the things that matter the most to you. Once I understand what you’re striving for, we would create a comprehensive plan for your future that will bring your goals into focus while minimizing the impact of any curveballs that life may throw you. Over the years, we work proactively to recommend financial strategies that will keep your plan in step with your life and your needs. You can count on us to help you protect your quality of life and that of your loved ones many areas. The following are the areas we would work together on:
Every financial decision has an impact on your path to achieving your financial goals and maintaining your lifestyle. You can count on me to provide expert financial advice that will help you protect your savings and make sure your family is well taken care of.
25
Years Experience
in This Field
Your Personal Finances
- Budget planning
- Debt management
Your Insurance Needs
- Life insurance
- Living benefits
Your Investments
- Investment selection, investor profile and periodic reviews
- Second opinion on your portfolio
- Estate planning
- Automated personal savings
- Borrowing to invest
Optimizing Your Taxes
- General assessment
- Analyzing how investment portfolios are taxed
- Tax strategies while you’re living and for your estate
- Government programs
Your Retirement Planning
- Determining your goals and needs
- Risk management
- Accumulation strategies
- Payout strategies
My Values
My professional practice is characterized by the values I hold dear:
- Integrity and loyalty
- Availability and independence
- Professionalism and skill
- Exceptional service
- I bring these values to every relationship in my practice.