Comprehensive Wealth Management
With over 20 years of experience and a professional, client-focused approach, we can help you achieve your goals through individually-tailored wealth strategies.
Our clients lead busy, complex lives and we believe that they appreciate the value of our experienced advice. We aim to be a team they can trust to coordinate and oversee their financial matters.
We work to help protect and grow your wealth through customized, disciplined investment portfolios and effective risk management. Our mandate is to help protect your assets for generations through prudent strategies and multigenerational relationships. We strive to accomplish this by providing advice aimed at helping to ensure the strong and stable growth of your assets in a wide range of market conditions.
We provide holistic planning. Applying experience gained over more than 20 years in the industry and the expertise of a network of TD Specialists as needed, we can provide comprehensive wealth planning strategies for you, your family and your business. These services can add tremendous value and are included in your asset-based wealth management fee:
Our Wealth Management Process
Our unique discovery process uses behavioural finance theory to uncover the values behind your personal vision of success and helps determine what truly matters to you. We believe that we help to engender confidence in our clients from the very first meeting by listening carefully as we explore their individual needs, values, finances, time horizon and goals.
PHOTO ABOVE: The photo of the Maroon Bells peak, was taken by Sean on a cycling trip through Aspen, Colorado in June 2018.