Toronto
Experienced in private banking and the insurance world, dealing with business owners, high net worth families and professional athletes. Financial advisory provided in a private bespoke platform.
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What do you love most about your job?
The ability to tailor the business to my own skillset rather than a corporate need thus providing better value to the client as well collaborating with the client to achieve a goal.
What inspired you to start your own business?
Working corporately my entire career but dealing with a wide range of clients, I never felt I could offer everything that a client might need with regards to private wealth.
Why should our clients choose you?
Very experienced and knowledgeable but also very patient and easy going. If it takes year to be a client it takes a year. Huge network of professionals so that any need can be addressed at an elite level of professionalism.
Can you provide your services online or remotely? If so, please add details.
All services now have the ability to be signed electronically and with the evolution of video conferencing can still have a personal experience.
What changes have you made to keep your customers safe from Covid-19?
Being respectful of others space and time. Trying to limit close contact via video/electronic transmission when available. Getting vaccinated?
Financial Planning
End to end planning for small business and individuals including implementation, review and reinforcement . Tailored to be as simple or as robust as required.
Discretionary Portfolio Management
Through Accilent Capital and Accilent Select, we are able to provide clients with an UHNW offering to the retail client base. The client receives top level professional management and holds the securities personally. Clients also have access to alternative investments such as private placements, flow-through shares and royalties.
Personal Pension Plans
In collaboration with Integris, for self-employed professionals and business owners we can establish a PPP with CRA authourity that significantly outweighs the benefit of a traditional RRSP with enhanced contribution room, tax-deductible fees and excess liquidity.
