Building strong relationships is at the heart of our business philosophy. Providing ongoing, trusted advice is our guiding principle as we help you meet your financial goals and help achieve peace of mind. We are committed to making your experience with us as rewarding as it can be.
When significant financial or life events occur, customized solutions become even more important. You may be planning to sell a business or establishing a retirement income plan. Perhaps you’re contemplating the transfer of a family cottage to your children, or starting a second career as you transition into retirement. You may even be unexpectedly responsible for the well-being of an elderly parent or named executor of an estate.
As these events unfold, priorities shift and your financial situation can become increasingly complex. Our team is focused on delivering wealth management solutions that integrate your current situation and reflect what matters most to you and your family, now and in the future.
The benefits of working with a Portfolio Manager
A Disciplined Process – time tested and proven approach
Proactive Portfolio Management – taking advantage of opportunities in the market as they arise
Convenience and Peace of Mind – we take care of your money so you can take care of other things important to you.
As a Portfolio Manager, I will work with you to create your personalized IPS and then I will carry out the on-going management and monitoring of your investments, within your parameters. This type of program offers my clients the chance to spend time on family, career and other important pursuits while they leave investment management in capable hands.