Team of the Year
2017
National Bank Financial AB&O
Rising Star of the Year Finalist
2018
Wealth Professional Canada
Rookie of the Year
2018
National Bank Financial AB&O
Aligning Your Family’s Vision
We put together every aspect of your financial puzzle
so you have a clear picture of your wealth.
Financial Planning
Financial planning is more than budgeting, saving or the perfect investment strategy. We’ll help you set a course toward achieving your life goals through the proper management of your financial affairs.
Portfolio Management
We’ll review and analyze your financial situation and understand how they align with your goals. We’ll help you optimize the mix of your investment portfolio and minimize your taxes.
Retirement Planning
Our entire practice is dedicated to aligning your family’s vision with a strategic plan, allowing you to build, protect and manage your wealth, establish your legacy and share your values with future generations.
Insurance Planning
Unforeseen risk can arise when least expected and impact you and your family’s well being. Our team will strategical use insurance products to mitigate risk, protect your family and preserve your financial assets.
Tax Planning
We review your financial situation and help to reduce, minimize or defer your Canadian and global tax burden though organized tax planning.
Estate Planning
Our highly-trained estate and trust specialists will work to guide you through this important process. No matter what stage of the planning process you’re in, we’re here to help.
