As a Chartered Accountant, Certified Financial Planner and Investment Advisor, I can offer you and your family full service financial advice. I am based in Ottawa and work for one of Canada's largest wealth management companies.Financial planning is the core foundation of my practice. Together, we will prepare a detailed, comprehensive financial plan that will guide your investment strategy to help you achieve your life goals and financial objectives. I'll review your current situation, asset allocation, investment time horizon, risk tolerance, income needs, tax situation and, most importantly, your overall life goals, in designing an investment strategy that is right for you. We will help you build AND protect your wealth through a disciplined investment plan, tax-efficient investment selection, and asset protection strategies. Contact me by phone or through Keen mail for further information on how we can assist you with your financial future.
I look forward to helping you!
|