The more successful you are, the more complicated your finances become. You will reach a point in your life when you're faced with the challenge of managing wealth. At this stage you may now need a professional advisor who can provide thorough and thoughtful solutions to whatever financial issues you may encounter.
As an Investment Advisor, it is my belief that you and your family are best protected through a comprehensive plan that takes into account all of your financial objectives and needs. My experience in the areas of investments, taxation and estate planning enables me to develop effective solutions for a wide variety of personal and business situations. I work with clients to identify their investment planning needs and help them structure their portfolios in ways designed to achieve their goals.
I bring to this position over 15 years of experience in investment and financial planning industries. I have a Bachelors Degree in Economics and hold the Certified Financial Planner (CFP), and Chartered Investment Manager (CIM) designations.
I look forward to working with you in building the foundation of a solid business partnership.