I provide Wealth Management services to families and business on the north shore and across Canada.
My services are designed for individuals, families, businesses and other organizations that require professional assistance managing their wealth.
- Successful executives looking to enhance the growth of their wealth
- Professionals requiring assistance with their personal assets and a trusted partner with shared clients
- Business owners who need help managing their personal and business assets
- Pre-retirees who want to make the most of retirement savings as they approach retirement
- Retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security
- Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner