Looking for a financial advisor, then there’s a possibility we could be a fit. Please read the short description of who I typically serve and if you think there’s a possibility we’d be a good fit then feel free to get in touch. I’ve been fortunate to have a great group of clients for many years. While each client is unique there are a few commonalities that might help you determine if you would benefit from my services.
Most clients are either retired or within 15 years of retirement.
Most clients are conservative investors that place value in the safety of their investment plan and less emphasis on taking high risk to generate return.
My clients are patient, long term investors committed to having a plan to work for the rest of their lives – not short term that may or may not work.
Most clients are successful, family oriented, socially conscious people with life purpose that exceeds just money and personal belongings.
If you’d like to have a conversation about working together let’s invest an hour of time getting to know each other better, your financial goals, and help determine if there’s value I can provide in your life.
Services Offered in RI
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
Minimum Account Size
$250,000+
Investor Type Dealt With
Individual
Type of License
MFDA
Provinces Licensed In
- Alberta
- British Columbia
- Manitoba