What You Can Expect From Me
- Ongoing coaching and advice. Investment discipline. Goal setting. Listen. Experience.
- Educate you and your family about financial products, services, the economy and market.
- Caring more than anyone who does not share your surname.
- Planning. Research. Choosing your investments. Work with all the large banks, investment companies and insurance companies.
- Monitoring. Reviewing. Assessing your risk tolerance. Save you time. Peace of mind.
- Financial reporting. Regulatory compliance. File Cleaning Service
- Meetings. Time. Proactive Correspondence. Act as a sounding board.
- Referrals to other professionals (tax specialists, lawyers, etc.)
And services beyond investment management, like:
- Estate planning
- Tax Smart planning
- Insurance planning
- Retirement planning
- Educational savings
- Income planning