We utilize our expertise and experience in designing strategic and customized wealth management solutions to attain our clients’ goals and to provide them with peace of mind.
Our commitment to our clients
Peace of Mind. This is the guiding principle of our business. We understand and appreciate the uniqueness of each of our clients. We therefore make it our responsibility to work with our clients to understand their situation and goals, in order to design and develop a comprehensive financial plan. As a Chartered Accountant, Certified Financial Planner and a Portfolio Manager, I have over 34 years of experience in tax, estate, financial and investment planning. This experience and expertise is critical in building an effective financial plan.
Integrity. As a Chartered Accountant and a financial professional, not only am I held to the highest ethical standards in my practice, but I also hold each of my clients, colleagues and business partners to these same standards. Conducting my business in this respect allows me to establish trusting and long-term relationships.
Trust. We understand that building trust takes time as does building a relationship. As a Chartered Accountant, I am a member of a select group that ranks as one of the most trusting professionals year after year.* We achieve this by conducting our business with honesty and integrity. We earn our clients’ trust by delivering on promises and acting in their best interest.
Client Service. Our practice is built on a foundation of providing high quality, personalized service. This encompasses each aspect of our business. Our team ensures that we are accessible to our clients, we communicate on a regular basis and that we execute our services on a prompt and reliable basis.
Strategic Alliances. Our “Wealth Management Review” includes working with our clients’ key professionals including accountants and lawyers to ensure our clients’ wealth is protected and preserved. This involves matching the necessary expertise to their particular needs. We can also introduce you to one of our preferred professionals if required.
Experience. Our team has over 86 years of experience in providing investment and tax advice to individuals, corporations and foundations, we bring to our clients the expertise and skills to formulate unique strategies in achieving their financial goals.
