I Can be Your C.F.O. - Chief (Family) Financial Officer
In a corporation, the Chief Financial Officer's job is to manage the financial risks and planning of the company. Now, imagine having that same level of commitment for you and your family!
As "Chief Family Financial Officer," I do for my clients what they would do for themselves if only they had the time, my knowledge and my expertise TM. You'll receive well-researched, well-balanced, and rational investment advice that leverages CIBC Wood Gundy's premier suite of products.
Your Family Financial Roadmap
From daily expenditures to long-term investments, a clear roadmap puts all financial decisions into perspective. It is easier to reach your goals with a defined plan guiding you. I work with clients to create an interactive, dynamic and process-driven Family Financial Roadmap. We meet regularly to review and ensure it is both current and on target. The end goals set the direction and milestones needed along the way. By designing an exclusive path for each client, I help them achieve their goals with the least amount of risk.
A Roadmap to Financial Peace of Mind
An Investment Advisor should go beyond simply providing investment advice. Every path to financial success needs to be secure. I cover the personal financial gamut to ensure that all aspects of a family's Financial Roadmap are set out and in order. I introduce my clients to industry-leading specialists to optimize insurance, create a will or establish a charitable fund.