My Profile
Specialties:
Retirement Planning (RRSP's)
Estate Planning ( Tax Planning for an Inheritance)
Financial Planning ( How it's Done)
Individual Pension Plans (IPP)
Other Services:
Transition Planning (Transition Planning)
Insurance Services (Asset Protection)
What I Do?
I am the Personal CFO for my clients. I work with them to make sure they are saving enough money, investing it wisely, reduce the taxes they pay, and make sure the money accumulated lasts throughout their lifetime.
As the Personal CFO, I also work closely with other professionals, including:
Notaries
Lawyers
Insurance Agents
Tax Specialists
to provide a holistic approach to financial planning and providing the best customer service possible.
Who Are My Clients?
Over the years, I have been very fortunate to work with great clients. The one common characteristic they all possess is...MOTIVATION. They are;
Motivated to grow their assets.
Motivated to learn more.
Motivated to achieve their goals.
They are professionals aged 30-50, typically juggling family and career. Another group of my clients are retiring executives who need help in the transition from work to retirement.
In the end, I have the priviledge of helping my clients achieve their dreams. Their success is my success.
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** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.
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