My team and I have been helping clients achieve their Wealth Management objectives for over a quarter of a century. A regular recipient of both Chairman’s and President’s awards, I have a proven track record and the experience necessary to guide your portfolio. We work with retirees, executives, professionals, heirs, lottery winners, business owners, and families who wish to reduce the burden of money management, maximize performance and minimize their risk.
We provide our clients with a Comprehensive Wealth Management Solution. This can include:
After a detailed review, new clients have the knowledge and confidence to work with us to build a strong and secure financial future.
Beyond the details of financial planning, investment management and other services, our real value is peace of mind – the peace of mind that comes from knowing that you and your loved ones are well taken care of.
Our team of trusted professionals includes Certified Financial Planners, Insurance Specialists, Estate Planners, and Tax Experts as well as top-ranked third party Money Managers. We can also integrate your financial strategy with other professionals to provide you with a complete financial solution.
As a member of the National Bank Financial Wealth Management team, I can draw on the resources of one of Canada's top six banks and largest financial groups. I have the know-how to help you build and manage the assets you need to reach your goals.
An up-to-date wealth management solution is important to enable you to carry out the projects that matter most to you. If you’re interested in learning more about what your money could be doing, I invite you to join me for a coffee to review your current situation and objectives. Contact me to set up a time. No obligation.