Solutions

CLIENT SERVICES

Let’s work together on pursuing your financial goals.


Here are the major financial instruments that I can use to enhance your financial goals:


  • RESP, RRSP, RRIF, TFSA
  • Stocks, Bonds, Mutual Funds
  • Separately Managed Accounts
  • Estate Planning and Life Insurance
  • Expert Industry Research
  • Succession Planning
  • Full Life-Cycle Wealth Management
  • Tax Mitigation Strategies
  • Wealth & Real Estate Transfer Planning
  • Retirement Planning


*Insurance products provided through Ventum Insurance Services Inc.

YOUR GOALS


Most Financial Advisors tell you how their products and services are superior and provide maximum benefit to your portfolio. However, 
I focus on my clients’ needs instead. With access to one of the largest independent wealth management platforms in Canada, it is not a matter of what services I provide, but rather how I can meet your goals by finding the perfect product mix to meet them.

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