Certified Financial Planner
My relationship with a client always succeeds best when I really get to know them. Before I can make any recommendations on what’s right for you, I first need to truly understand your particular situation.
We’ll talk about your goals, your plans, and your present financial situation and where you want to go with it in the future.
I’ll find out how comfortable you are with risk and what preferences you may have for specific financial tools.
From there, we’ll build your plan together. We’ll investigate which options will work best to minimize the tax you pay and maximize your wealth potential. We’ll look at your estate planning. We’ll incorporate short-term strategies into a long-term game plan that’s built specifically for you. Sound investment strategies should not be like a visit to the Casino.
Although the risk profile of every client varies, I generally recommend more conservative investment strategies that are designed to build long term growth. By not exposing your capital to undue risk, we’ll both sleep better at night.
As an independent financial planner, I’m working for you. That means there is never any pressure for me to sell you something that may not be a perfect fit. My only allegiance is to you.
My affiliation with Sterling Mutuals Inc. gives me access to a wide variety of financial products from GIC’s to mutual funds while providing you with technology such as the ability to view your accounts on line, make contributions electronically through your personal web banking and more.
