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Senior Investment Advisor
Working together to help you achieve what truly matters to you
I strive to deliver a comfortable client experience and provide a holistic approach to wealth management for high net-worth clients. I will work with you to identify your financial needs and implement solutions over different stages in your life by establishing a strong working and personal relationship. I hold myself to the highest standard, putting clients first in my pursuit to provide the best-in-class client experience built on care, compassion and extensive expertise.
I offer a personalized approach and a customized investment portfolio and financial plan. I have access to financial products and services to meet all of your financial needs and will work with your other professional advisors, i.e. accountant and lawyer, to ensure the proper management of your complete financial affairs.
Branch Office: (416) 512-6788
Branch Fax: (416) 512-6224
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
You have questions, I have answers. Let's have a quick chat.