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The foundation of our relationship will be understanding. Through understanding your unique lifestyle and financial goals, together we will develop a personalized and comprehensive wealth plan to comfortably meet these goals. Life is not static; therefore, we will review this plan regularly to ensure your needs are met throughout all of life's transitions. I will be with you each step of the way.
As I hold CPA and CA designations, I will draw on my diverse financial and professional experience, while leveraging and working closely with additional highly qualified TD Specialists as required, to offer a comprehensive solution to meet your specific needs. Together, services offered include:
Business Succession Planning
Will & Estate Planning
Charitable Giving Strategies
At its core, my practice is focused on developing a relationship and providing you with a friendly, comfortable and supportive experience while planning for your financial future.
If this approach sounds right for you, please do not hesitate to contact me.
Sans frais: 1(800) 341-7778
Succursale: (506) 646-1120
Télécopieur de la succursale: (506) 646-1127
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