We offer comprehensive Wealth Management services to families across Canada. We focus on goals based advice and are process-oriented, rooted in three pillars: Care, Competence, and Collaboration. Care is a discovery process to learn what's most important to you - your goals, values, and prioritization of them.
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What do you love most about your job?
As advisors our mission is to simplify the complicated world of finances for my clients. We understand that financial matters can be a significant source of stress, which is why we take pride in lifting that burden off your shoulders. Our goal is to allow you to focus on the things that matter most in your life, such as spending quality time with your family and pursuing your passions. Our clients telling us I helped them achieve their financial goals is all the motivation we need.
What inspired you to start your own business?
This is not just a job, it's a passion. I have always been fascinated with personal finance and investing. My career began as a CPA, but I spent my spare time studying market history, macroeconomics, and behavioural finance. It was only a matter of time before it became abundantly clear to me to switch careers become a Financial Advisor. The numerous personal finance books and research reports I've read enable me to give my clients independent and unbiased advice.
Why should our clients choose you?
Our clients' satisfaction and success is our top priorities, and we are dedicated to providing them with the tools and support they need to achieve their financial goals. If you tired of receiving generic financial advice that doesn't take your unique needs into consideration give us a call. We believe that understanding your priorities is crucial to crafting personalized financial solutions that meet your goals. Using our proven process, we will work collaboratively with you to develop strategies that are tailored to your specific needs.
Can you provide your services online or remotely? If so, please add details.
We have numerous clients across Canada who find it convenient to attend meetings virtually, via zoom. We can also open accounts, via electronic signature, if this is more convenient for you.
What changes have you made to keep your customers safe from Covid-19?
We can accommodate virtual meetings and electronic document processing for individuals who prefer partner with us remotely.
Wealth and Retirement Strategies
Wealth management or retirement advice for retirees, pre-retirees, small business owners, and professionals. We offer clear strategies with smart, personalized solutions that match your goals and show you the path to achieve them. We’re with you every step of the way.
Business Succession Planning/Key Person Insurance
Business owners have unique life insurance needs. The two most common concepts for business life insurance are buy sell life insurance and key person life insurance.
Buy-Sell life insurance coupled with a shareholder’s agreement, protects both the surviving business partner(s) and the family of the deceased partner. A business with multiple shareholders (sometimes excluding spouses) should have these in place.
Key person life insurance gives a business a cash injection on the death of a key person. The beneficiary of key man life insurance is the company itself. The death of an important team member causes financial stress and the death benefit is used to mitigate this. Key person life insurance is often written into shareholder’s agreements as well.
Insurance (Protection)
We will help you analyze your needs and determine the best insurance solution for you. Your most valuable financial asset is you. There is nothing that will generate as much return for you than you. That’s why protecting your ability to earn an income should be a top priority. All of those dreams and visions you have depend on your income.
Estate Planning
Finding effective methods to allocate your assets to your beneficiaries or charitable causes in a manner that optimizes their distribution while minimizing taxes and other expenses.
Investment Management
Exploring your account alternatives, such as traditional brokerage and fee-based services, and determining the most suitable combination of investments and services for your specific needs and preferences is a crucial aspect of financial planning. This involves considering various investment options, such as stocks, bonds, GICs, mutual funds, segregated funds, and annuities, to design a portfolio that aligns with your financial goals and risk tolerance.
