Toll Free: +1 (800) 565-0601
Fax: (902) 429-8323
Different people invest for different reasons, with different goals and different motivations. Having a strategy is key to effectively achieving the goals you want for your investments. As an Investment Advisor, I strive to listen, build relationships and deliver services based on trust. I work with you to devise an investment strategy that will work for you, no matter what you're investing for. I spend consideration time with my clients evaluating their financial needs before making any kind of investment plan or recommendation.
I believe in a disciplined process to keep you on track to achieving your investment goals. A disciplined process keeps us all focused on what's important – living the life you want.
• Identify – Together, we will determine your individual circumstances, needs, and goals to help you clarify your financial objectives.
• Analyze – Next we evaluate your personal and financial information to match your objectives with a wide selection of proven and successful products and strategies.
• Serve – We regularly review your situation to ensure your financial objectives are being met in light of your changing needs and the ever evolving services and products we are able to provide.
That being said, I recognize that achieving financial independence involves a team of professionals who will apply their expertise to ensure that you achieve your goals. I have in-house access to a professional Estate Planning Specialist as well as dedicated Financial Planning Specialist. Their services ensure that we leave no stone unturned related to your financial situation.
I also endeavor to liaise with your legal, banking and tax professionals to ensure that everything we do is part of a coordinated and cohesive plan. As we work together, if you find yourself in need of one or more of these services, I have developed a broad base of expert contacts in my 23 years as an Investment Advisor and would be more than happy to make the necessary introductions. My aim is to be your first point of contact in your financial dealings and to be the person you count on for your financial well being.