A cornerstone of investment planning is understanding the unique personal circumstances and financial goals of every individual. As an experienced Investment Advisor, I will help you preserve and grow your wealth. My portfolios are guided by an investment philosophy based on understanding your goals, disciplined planning, insightful advice and effective risk management. This philosophy helps me with my objective of providing strong and stable growth of your assets in a wide range of market conditions. I deliver proactive and personal advice, working closely with you to make key decisions about your portfolio in line with your goals.
As my client, you can expect to receive:
- A Comprehensive investment plan
- Recommendations on cash flow planning, debt repayment & Investment solutions
- Wealth and Income Protection strategies
- Regular review of investment plan & ongoing market updates
- Detailed Analysis of company pension plans as applicable
- Ongoing communication & support to help ensure you meet your goals
- Continued Education to stay relevant and informed to best advise you
Offering A Unique Discovery Process
The innovative discovery tool I use will take you through some behavior questions so you can better know yourself and how you really make decisions. And when it's all done, a diagnostic using behavioural finance theory
will take all of that information and tell us how you often behave, how we can work best with you and what the next steps are in creating your strategy - prioritized by what matters to you. A Wealth strategy that manages the important things like your retirement, your kid's education, your family cottage - not just your money.