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With over 23 years experience as a financial advisor, I offer my clients a wide array of services and advice ranging from investment and portfolio recommendations to estate planning and tax planning. Furthermore, my expertise in budgeting, insurance and debt consolidation/mortgages offers clients complete and trustworthy financial service provision.
However, my true passion and specialization will always remain my innovative and creative solutions to retirement planning. Whether you are nearing retirement age, have recently downsized, or are seeking a tax efficient retirement income stream, there is an effective solution for you. I specialize in making complex situations easy to understand and implement.
I am committed to helping you live your dream. Whether your dreams are small or grand, my team will create a simple and realistic wealth management strategy to help you achieve them.
Most of all, I love being a resource, a teacher and a "go to person" for my clients. Putting together a portfolio is only a small part of the job. You need to be a knowledgable about multiple aspects of financial topics. But you need to convey it in a manner that is understandable and empathetic to the needs of the client, and their families.
What inspired you to start your own business?
I come from a family of entrepreneurs. I made a conscious decision in my early 30s to leave an extremely stable and lucrative position in the public sector to start my own business in the field that I love. I don't regret a single moment of it!
Why should our clients choose you?
After 23 years, I have seen and heard just about everything to do with the financial industry. Treat me as a resource. I don't proclaim to know all of the answers. But if there is something I don't know, I'll get the answer for you, and fast.
To be a successful financial advisor, you need to recognize that this is a relationship business. How do you ensure that the relationship remains strong and viable forever? Simple, do the right thing for the client. Act in the best interest of the client. Be responsive to the needs of the client, and in a timely fashion. And provide outstanding value for the services you provide. Most of all, do it with love and enthusiasm for the job!