50 Gauguin Ave
Tel: 416-333-8625 | Email
Your Money, Your Goals, Your Values
I believe in the importance of cultivating long-term client relationships and emphasize a genuine, honest and professional approach with my clients. My vast experience in financial consulting over the past 25 years has greatly developed my ability to articulate my clients’ financial and lifestyle objectives.
The Future of Investing
As part of my unique offering, I encourage my clients to explore investment options that align their financial goals with their life-value beliefs. Specifically, I promote an approach to investing that integrates sustainable growth opportunities.
Today, responsible investing is much more than just about your personal values. The ESG (Environmental, Social, Governance) integration into the selection and management of investments is moving rapidly into the mainstream as a good investment practice. This approach has consistently provided superior risk-adjusted returns while encouraging a positive ESG impact.
I would be happy to meet with you to evaluate your personal situation and provide you with a comprehensive financial roadmap that will be aligned with your goals and values.