Our strategies work for managing all types of affluence. In our 80+ years of combined experience we've become specialized in helping business owners in need of succession planning and professionals nearing retirement. Drawing on services that include tax and estate planning, securities, insurance protection, investment lending and business succession services, we are able to tailor a plan that supports your goals and requirements.
We look forward to showing you the benefits of our coordinated approach and helping you achieve and maintain your financial and life goals. This may include working with professionals such as accountants, tax and estate lawyers, actuaries and pension experts, as well as IG regional insurance, wealth and mortgage planning specialists.
Clients deserve the best service possible, and we take real pride in providing it to them. We put ourselves in their position and try to pro actively think what we would want from our advisor. I take great professional pride in ensuring they are comfortable and understand fully how their accounts are managed, and why.
As financial planning becomes increasingly complicated, I greatly value the trust clients place in us and pledge to provide information, products and service tailored to their individual needs.
I believe customer service means making it easy and fast for clients to get the help they need, when and how they need it! I am honoured to be able to be the person to deliver that to clients.