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.
