With over a decade working with high net worth clients and group retirement savings plans through one of Canada’s largest group providers, I bring a wealth of experience to employers looking to either develop a program for their employees, or simply looking to offer their employees financial planning. This is done through adding advisor support to their functioning group plan.
When it comes to working with high net worth clients, my focus is dedicated to ensuring goals, dreams and aspirations are at the heart of every individual specific plan, and my passion for ensuring clients financial success is the main focus in every 1 on 1 personal family relationship created.
By combining holistic financial planning and advanced technology, I work with clients to build a road map that continually evolves throughout every life stage they achieve. I look forward to helping each client achieve their financial freedom.
A real financial plan
Can you retire early? Move from the city to the cabin? Real questions that affect your financial situation require real answers. As life changes, a real financial plan adapts with you.
The Living Market podcast with host Philip Petursson
A weekly synopsis of market themes and trendsLISTEN NOW