RIA: Certified “Making a meaningful difference in the lives of my clients by working together to plan, grow, and protect their wealth with confidence”
What clients can expect from me:
•ALWAYS unwavering in working in your best interest
•Trustworthy, Ethical, Customized and Comprehensive Financial Planning & Wealth Management – not a one-size fits all approach!
•Committed to being fully transparent on fees and cost-effective
•Widest range of investment options with NO commission bias
•More time dedicated to you as smaller client base
•Capital preservation focus while being adaptive to changes in the industry
•Experienced Investment Manager with over 15 years in the industry
Services Offered in RI
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Charitable giving
- Small business planning
Minimum Account Size
$100,000+
Investor Type Dealt With
Individual
Type of License
IIROC
Provinces Licensed In
- Alberta
- British Columbia
- Manitoba
- Nova Scotia
- Ontario