I Can be Your "C.F.O." - Chief (Family) Financial Officer

In a corporation, the Chief Financial Officer's job is to manage the financial risks in the planning of the company. Now, imagine having that same level of commitment for you and your family. As "Chief Family Financial Officer", I do for you what you would do for yourself if only you had the time, knowledge, and expertise. You’ll receive well-researched, well-balanced, and rational investment advice that leverages CIBC Wood Gundy's suite of products.

Your Family Financial Roadmap

From daily expenditures to long-term investments, a clear roadmap puts all financial decisions into perspective. It is easier to reach your goals with a defined plan guiding you. I work with clients to create an interactive, dynamic, and process-driven Family Financial Roadmap. We meet regularly to review and ensure it’s both current and on target. The end goals set the direction and milestones needed along the way. By designing an exclusive path for each client, I help them achieve their goals with the least amount of risk.

A Roadmap to Financial Peace of Mind

An Investment Advisor should go beyond simply providing investment advice. Every path to financial success needs to be secure. I cover the personal financial gamut to ensure that all aspects of your Family Financial Roadmap are set out and in order. I introduce you to industry-leading specialists to optimize insurance, create a will, or even establish a charitable fund.