We believe that the key to proactive planning is to identify and articulate your unique financial concerns, goals and objectives. Together we can define your needs, allowing us to create solutions to manage your finances today and for the future.
Through the planning process, depending on specific goals and objectives, we may cover such topics as:
- Investment Planning & Management
- Retirement Income Planning
- Risk Management
- Corporate Planning
- Estate Planning
- Critical Illness
Our clients trust that after thirty-five years of providing financial advice we will act in their best interest. It is on that element of trust that we have built our business. We believe in:
- Providing a financial plan that addresses our client’s needs, goals and objectives
- Selecting the right company for the product that best fits our client’s needs
- Meeting regularly with our clients to ensure our plans remain current and relevant
- Reporting accurately with quarterly investment statements
We do not belong to one particular financial institution, or represent only one life insurer or one investment firm. I act as your insurance broker and financial advisor. This enables us to have the freedom to search the marketplace and determine the services and products that will best suit each individual client.