Sound Investment Planning should provide an outline to meet future financial objectives. The manner in which your investments are structured will determine your tax situation, your risk management and the potential gains on your investments. Reviewing your portfolio will allow me to make recommendations to develop solid financial strategies in order to obtain the greatest possible benefit from your resources.
Through careful evaluation of a clients’ complete financial situation, I will provide advice on the most appropriate plans to meet your long-term goals and implement effective strategies for minimizing taxes. Thoughtful selection of financial products will optimize your financial results.
As an independent financial advisor I am able to act as the intermediary for our client and deliver the most appropriate financial products for their needs, including:
- Segregated Funds
- Guaranteed Investment Funds
- Life Annuities
- Insured Annuities