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Guiding You to Financial Freedom

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

Call 416-259-8222 Ext. 243