How I Help Clients

While serving you as a unique partner I provide individual solutions and holistic strategies to empower you to make your own decisions.

You accumulate larger assets, achieve greater financial confidence and discover your best life.

I help you meet your financial and lifestyle goals, whatever they may be, in a straightforward and simple plan.

Using a holistic approach to your financial plan, I integrate

flexibility and risk reduction strategies.

 

I simplify the financial plan process by establishing 3 financial branches:

1

Essentials: maintaining lifestyle into retirement; funding post secondary education.

2

Aspirations: that vacation home or luxurious trip.

3

Legacy: philanthropy and bequests.

This strategy leads to clarity for clients.

 

My clients often accumulate larger assets and enhance personal financial development as a result of this strategy

Products

  • Strategic Retirement Programs

  • Investment Strategies for the Next Generation

  • Estate Planning and Charitable Giving

  • Risk Management Planning for Entrepreneurs

  • Group Employee Benefits Design

My Process

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Our first meeting is about discovery and getting to know you. We'll talk about your current situation and what you envision for your financial path. I'll share insights to help enhance your objectives.⁠

 

Next, the exploration phase will provide specific analysis into the areas that matter to you.

Whether it’s Asset Accumulation, Retirement Income, Estate Planning, or other areas, the analysis will speak directly to you and provide insight into your financial path.

Finally, your plan will include specific recommendations to set you on the path to help achieve your goals. I believe in providing clear, concise and relevant information to make your wealth and risk management seem simple.

Discover

Explore

Plan

Frequently asked questions

How much should I save for retirement?


Every retirement plan is different. I can help you discover your best path. The most common rule of thumb is that families should save 10% to 15% of their gross (before taxes) pay.




How can I financially protect my loved ones?


Manage your debt. Set aside an emergency fund. Minimize risk with insurance. Invest for retirement. Diversify your portfolio. Plan for your children's education. Leave your legacy.




How should I allocate my assets?


The three main asset classes - equities, fixed-income, and cash each have different levels of risk and return, so each will behave differently over time. I can help you discover your true investment personality.




How can I increase my chances of meeting my goals?


Make your goals SMART, SMART is a proven approach to achieving goals by making them: Specific. Close your eyes and see yourself doing something. Measurable. Include components that you can track, such as duration or frequency Attainable. This is the Goldilocks rule — find something that's "just right." Your goal should feel like a comfortable stretch; not too much, not too little. Challenge yourself beyond your comfort zone, but not to such a degree that you feel overwhelmed and anxious just thinking about your goal. Relevant. Make your goal meaningful and important to you — not to your family member, friend or employer. Connecting your goals to your values and vision will compel you to make changes. Time-based. Establish a realistic deadline. Having an endpoint will allow you to pause and reflect on successes and key learnings and change course if necessary.