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Ancaster
We provide holistic financial and investment advice and offer retirement, investing, estate planning services. Access to stocks, ETFs, debentures, GICs, bonds and mutual funds. While most of our clients are in the GTA and Golden Horseshoe regions, we service clients across Ontario and Canada and are very happy to interact in person, via telephone or through Zoom or Microsoft teams.
My team works with clients to nurture a balanced approach to life & wealth, encompassing multiple priorities: family, health, career and philanthropy. We believe strongly that 'success' has many definitions and we strive to be a critical resource for families as they pursue engaged and fulfilled lives.
My goal is to work with people, not accounts. I consider myself the personal CFO, partnering with families to maintain and grow their lifestyles through varied environments. I find great gratification in my work, being a integral part in the growth of a family or business.
A passion for understanding and helping individuals & families achieve their financial aspirations, while doing so with the most efficient tools and strategies available. Banks, along with many advisors, are not fully licensed to provide the best performing approach to exceed and service your financial goals and objectives.
Ultimately, choose me because I have the track record & experience to help you achieve your financial goals. My service and ability to understand what you need and follow through will allow you to trust my guidance, and feel confident that I have your best interests at heart. I'm a Chartered Investment Manager (CIM), insurance advisor and financial planner with a wonderful network of other professionals to help service whatever life throws at you.
Yes, via Zoom and DocuSign. Upon a phone call, I can further discuss in detail how we support and protect your privacy.
We are able to work remotely whether its because you're ill, have a busy schedule or prefer to not meet face to face, at any given time.
