In an ever-evolving financial world, I am here to help sort the confusion and clutter for clients so they can make well-informed decisions for their wealth today and provide for generations to come. Building wealth through generations involves great tax strategies combined with effective wealth management. We plan for success and prepare for the unexpected.
I work with people, not "high net worth clients", because I don't believe clients are defined by their wealth. They are family-loving people with goals and expectations for their lives. Many are philanthropists and some want to be more involved in their community. Some are retirees that have looked for estate-planning advice or want to know that their incomes will last. Others are getting close to retirement and want to know how that transition will work and how to effectively create paycheques and "playcheques" during their retirement years while minimizing tax.
If you have identified with any of these people, we should talk. I look forward to speaking with you.