Harbourfront Wealth- Blueridge
681 Bramblewood Pl, London, ON N6K 4Y3, Canada
681 Bramblewood Pl, London, ON N6K 4Y3, Canada
Holistic wealth, investment and insurance advice with financial planning to determine optimal investment strategy, risk management, cash flow over time, taxation and estate planning. Peace of mind and "sleep at night" factored in.
Voted Top 25 Advisors in Eastern Canada by my clients.
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What do you love most about your job?
Being honest and upfront, helping clients achieve their goals, not shareholders goals.
What inspired you to start your own business?
Loving what I do every day with clients: almost like a puzzle of figuring out the best investments, the best tax level, the risk and the opportunities to fit with each individual client story.
Seeing the poor culture and work environment in traditional banking.
Bureaucracy and red tape I used to face in being able to provide clients what they wanted.
Why should our clients choose you?
I love working with my clients to find their best options, thinking outside the box, coming up with creative ways to help them achieve their wishes and dreams.
Can you provide your services online or remotely? If so, please add details.
Yes I can do everything online or remotely, including virtual meetings "face to face", documents signing and ongoing communication. Technology is at the forefront of the business.
What changes have you made to keep your customers safe from Covid-19?
Everything is virtual at the moment, lockdown. All meetings online or on the phone.
If I do need to see a client, masks, hand sanitizer, outside meetings.
Financial Planning
Cash flow analysis short term and in retirement, Investment optimization, Net worth statements annually or upon request, Tax minimization strategies, Estate planning. What obstacles or opportunities are there to plan for and when do they occur.
Investment selection
Diversified investments including private and public markets to optimize the portfolios. Maximum risk reduction with outperformance on absolute returns. Not available to the retail public otherwise. Same investments used in large pension plans and Ultra High Net worth clients available to everyone.
Insurance
Life Insurance (Term, whole Life, and Universal Life), Disability Insurance, Critical Illness and Long Term Care Insurance. Segregated Funds, Guaranteed Funds, Group plans for Benefits and Registered Savings.
Key Person Insurance for Business.
Mortgage and banking advice
Recommendations to Lawyers, Accountants and other professionals
