CFP, CMA, EPCmore
Toll Free: (866) 211-9991
Fax: (905) 762-2301
Accumulating and preserving wealth, like any important undertaking, requires planning, skill, and on-going attention. You need a plan outlining how your assets should be managed and preserved throughout your life – and distributed afterward to the people or causes most important to you.
As an Investment Advisor, I am dedicated to the financial and investment needs of families by helping my clients develop innovative strategies to manage their personal and corporate finances. My primary focus is on wealth preservation and capital appreciation through a long-term approach to investing and financial planning. My priority is to manage risk and minimize tax.
I draw on my training and experience as a professional accountant and Certified Financial Planner to help you develop unique wealth management strategies. I work closely with your tax and legal advisors to make sure that every aspect is covered, ensuring your peace of mind.