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Senior Financial Advisor
With my decade and a half experience in the financial industry field I have gained considerable expertise in managing the financial futures of professionals, business owners, senior executives and wealthy retirees. In 1996, I started at Loring Ward Investment Counsel, a financial firm specializing on the needs of high net worth individuals. In 2002, I began the process of acquiring my own financial practice and have spent the past decade helping individuals and families achieve their financial goals under my steady guidance. I double-majored at the University of Winnipeg in chemistry and economics, and so have both a bachelor of arts and a bachelor of science degree. Sports is another passion of mind and I am an avid golfer, hockey player, and mountain biker. My athletic pursuits culminated in the past in becoming a nationally ranked tennis player and provincially ranked squash player. I am involved in numerous charities but spend most of my free time with my wife and two young sons.
View published source ↗Mapping out your financial future
Building your net worth to achieve security for your future results from a broad yet integrated approach. My role is to appraise your unique situation and find a customized solution that will get you there - and keep you there. After meeting with you to discuss your current objectives, I begin developing a plan for your financial future. With my team of experts, this strategy lays the foundation to ensure that no matter what happens to the economy, the stock market, or the world, you will feel comfortable in securing your goals. The process for mapping out your financial future is outlined below.
View published source ↗Ideal client
Based on my decade and a half experience in the financial services industry, I have come to recognize the type of client who will have a successful long-term working relationship with me. High income professionals, inheritors, corporate executives and business owners benefit the most with my expertise. Many of my current clients have reached a stage in life that they are able to focus on accumulating business and/or investment assets to fund their eventual retirement. If retired, they recognize the importance of relying on a professional to help them manage their financial affairs so that they have more time to focus on their family, their hobbies and interests, and enjoying their accumulated wealth - what matters most. If you are decisive, open-minded, and willing to implement good advice, we will have a good working relationship. Complete honesty and openness about financial circumstances only helps me be a better financial planner to you. Many of my clients lack the time or expertise to effectively manage their financial affairs. They rely on me, a qualified professional they trust, to understand their needs and help them make smart decisions about their money. My clients are not looking for a speculator or short-term trader. They want, and I encourage them to seek, reasonable long-term investment performance and capital preservation. I help them adhere to proven wealth management systems and programs. If you are looking for a financial strategy that will simplify and enhance your life, please contact me for a confidential consultation.
View published source ↗What Is A Financial Planner?
Financial planning is more than just retirement planning or tax planning. It is looking at the big picture and setting measurable goals so that you can take charge of your financial future. I am that trusted advisor who will help you to be successful in achieving your financial independence, remaining sensitive to your lifetime financial situations along the way. My clients understand that financial planning is not just investing their money or chasing unrealistic returns on investments. It is a dynamic and thoughtfully laid out plan for the future that we collaborate on together and update as needed. My philosophy is that by setting measurable goals, and starting now with what you have, you will understand the effect your financial decisions have on your life. As the relationship between trusted advisor and client grows, we will develop clear goals and objectives. For example, you will be able to understand how much money you need for retirement, have a disciplined investment strategy, minimize your tax exposure, and have an up-to-date will and estate plan. If you are looking for a financial strategy that will simplify and enhance your life, please contact me for a confidential consultation.
View published source ↗Helping you to protect your assets and maximize your legacy
The right kind of insurance can do more than protect your family and business. It can offer tax-sheltering investments, supplementary retirement income, plan your business or cottage succession, and offset estate taxes. Many people view insurance with skepticism but the fact is that insurance can play a valuable role in your life, especially the more complex your needs become. In the midst of illness, job loss, and unexpected expenses, including taxes, is not the time to consider insurance, but well in advance of possible predicament. As an insurance-licensed advisor, I can review your circumstances and offer the best choice of insurance products that will meet your personal, business and wealth management needs. An insurance review is part of the financial plan that I will create for you, consulting insurance specialists and accessing the major insurance companies across the country. If you are looking for a financial strategy that will simplify and enhance your life, please contact me for a confidential consultation.
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