The key to successful wealth management is planning. Yet, planning your financial security can be difficult. Regardless of your stage in life, it's important that you take steps today to ensure your personal financial independence in the future. The wealth management process reviews your financial circumstances, develops appropriate financial and estate planning strategies and responds to changes in your life, as well as changes in the world around you.
As an investment advisor, I am dedicated to the enhancement and preservation of individual investor assets. My wealth management process begins by collaborating with you. Through the decisions we make together, a wealth management strategy evolves to take on a distinctly individual shape, reflecting your investment objectives and aspirations.
My career has spanned over 18 years in the financial services industry. I focus on the financial and investment needs of high net worth individuals, trusts and foundations. I stress a long-term approach to investment planning utilizing a unique asset allocation strategy. I am a graduate of the King's College, University of London, England and am married with two children. My goal is to work with our clients one to one and to build trusted relationships with them, suppoerted by CIBC's vast resources.