Services

As an Investment Advisor I provide comprehensive wealth management advice to individuals, families and business owners. I am committed to diligently working with clients to create wealth and retirement plans that build and preserve their financial future. By working in partnership with a team of experts from National Bank Financial, I address the full scope of financial needs including:

  • Investment Planning and Asset Management
  • Retirement Needs
  • Insurance Assessment and Planning
  • Trust and Estate Planning

Our professional team is comprised of:

  • High-Net Worth Planners: creating a personally tailored plan that will cover all financial needs
  • Private Bankers: providing holistic and comprehensive financial solutions
  • Private Trust & Estate Planners: assisting in building, preserving, and transitioning wealth, while instilling peace of mind by taking on estate responsibilities