A strong planning process is the best way to create a more financially secure strategy. It is crucial to create a financial strategy that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. It is my goal to assist you to build a  financial structure that will stand the test of time and that will help grow and build wealth for you and your family.

I have established a process to do this that is based on two key aspects of financial security: asset protection and wealth creation. A strategy must help ensure financial security throughout your life, for you and for your loved ones. It must provide income replacement and asset protection in the event that the unthinkable were to happen: disability, critical illness or death. The plan must also aim to build the maximum it can via a solid, tax efficient wealth portfolio.

This goal-based approach is designed to help you:

• Define customized short and long-term goals that help ensure you choose suitable financial products and services
• Identify roadblocks or gaps that might impact your financial strategy
• Continually monitor your strategy to ensure it meets your changing needs

Contact us today to find out more about my financial process and learn how a  financial strategy can help you achieve your goals.

The first step to achieving financial security is creating a suitable financial strategy. We will work together to prepare a strategy that helps you:

• Prepare for a secure, comfortable retirement or minimize your current taxes
• Pro-actively manage and control debt, from major purchases to preparing for a child’s post-secondary education
• Provide for your loved ones or heirs in the event of death, disability or critical illness

Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible.

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial strategy.

Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation.