I have the pleasure of working with families and individuals in building and protecting their financial wealth. It is through open conversation and due diligence that I am able to build comprehensive financial plans with individualized strategies unique to my clients vision and values. I am a holder of the Certified Financial Planner (CFP)® designation and a member of the Responsible Investment Association. I operate as a fee-for service advisor to ensure transparency and value. My goal is to advise and implement strategies that have lasting positive impact not only for my clients lives but for the generations to follow.
Environmental, Social & Governance (ESG) integration along with Impact investing is a key part of building out client portfolios in recognition of the importance that these factors play in risk mitigation, sustainable long term financial returns and the positive impact on our local and global community. My clients have peace of mind that their capital is invested to grow and protect their needs, legacy and values.
• Comprehensive Financial Planning
• Retirement Planning and Estate Planning
• ESG and SRI – Responsible Investment Strategies
When I’m not meeting with clients or preparing financial plans you can usually find me somewhere in the park, with my family, enjoying the outdoors.
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Charitable giving