Passionate about bringing total wealth management strategies to clients and their families. Helping business owners plan for retirement.
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I work with clients across Canada implementing comprehensive wealth strategies for themselves and their families. I am licensed as a fiduciary for the discretionary management of securities accounts and life insurance needs. Meeting with clients in person or virtual.
Investment Management
Fee for service, product agnostic.
Retirement Income Planning
Peace of mind during retirement.
Discretionary Portfolio Management
High standard (Fiduciary).
Custom portfolio construction and implementation
