Our Trusted Advisors
we pride ourselves in having diverse specialists. Check out our team
Common Sense Wealth Process
The Know-how to Simplify Your Wealth - Certified Retirement Specialist
When it comes to comprehensive planning, the ability to see around the next curve requires in-depth knowledge of the theoretical as well as the practical.
Because my decades in wealth management is coupled with hands-on trading experience, you can benefit from advice that is up-to date and foresight that is rooted in personal experience.
I offer comprehensive wealth management. This includes:
Individualized portfolio development
Custom risk management strategies
Estate and succession planning, both business and personal
Wealth planning for pre-retirees, retirees and those in transition
Conservative growth tactics and asset protection
Solutions to address your estate planning needs
905 450 1500 X 226
focusing on wealth creation for Canadians with Investors Group