My goal is to provide clients with peace of mind by effectively managing their financial affairs. We live in a complex world with many financial challenges. You need someone with the education and experience required to seriously deal with these issues. As a Portfolio Manager and CPA, I have been helping clients create wealth strategies for over 20 years. I am cross-border registered, so I can assist clients with their financial needs on both sides of the border. I have built a team of talented professionals to ensure clients have customer service that surpasses their expectations. We will provide you with the best investment options available, we will lay out a written financial plan and we will communicate regularly in language that you can understand. We get to know our clients deeply, and we know what we are doing. Why settle for anything less?
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
The Chartered Investment Manager (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.