Fax: (519) 663-5037
One of the many keys to successful wealth management is planning. It is important that you take steps today to ensure your personal financial independence in the future. The wealth management process includes a review of your financial circumstances, the development of a written financial and estate plan, as well as an Investment Policy Statement. Strategies are selected and implemented based on your unique and individual needs. Results are evaluated and strategies are reviewed and adjusted on an ongoing basis.
As an Investment Advisor, I help clients meet their objectives by establishing a financial plan that builds a trusted relationship based on four client experience ingredients:
- Sense of direction
- Sense of strategy
- Sense of structure
- Sense of confidence
With over 15 years of experience in the financial services industry, my team specializes in customized strategies, which include retirement, tax and estate planning recommendations. Our goal is to work with our clients one to one and to build trusted relationships supported by CIBC Wood Gundy's vast resources.