Your goals inspire what we do

October 1, 2017

 

We believe in the very best strategies designed to apply to your own life – no one else but you, and if applicable, your family.

1 Clarify Your Vision Your needs are unique and drive what motivates you. Gaining insight into your desires creates the basis for our win-win relationship. We strive to deliver what matters to you.

2 Implement Wealth Creation Our advice must align with what applies to make your life comfortable, reduce anxiety, and create faith in realistically obtainable goals. Good advice should engage your values to make it meaningful as it addresses your life needs with the new-found confidence in your future.

3 Achieve Results We convey what to expect from my work as an advisor and commit to achieving the value you deserve. We aim to develop a prosperous, fruitful relationship.

What You Can Expect

You get a portfolio of investments tailored to fit your clarified dreams. We have access to experts in the fields of finance; investment tax and capital gains accounting; estate planning, business law; and business succession agreements. Life events bring changes, such as marriage, birth, death, inheritance, or the sale of a business.

 

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The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. This website is not deemed to be used as a solicitation in a jurisdiction where this representative is not registered. This content is not intended to provide specific personalized advice, including, without limitation, investment, insurance, financial, legal, accounting or tax advice; and any reference to facts and data provided are from various sources believed to be reliable, but we cannot guarantee they are complete or accurate; and it is intended primarily for Canadian residents only, and the information contained herein is subject to change without notice. References in this Web site to third party goods or services should not be regarded as an endorsement, offer or solicitation of these or any goods or services. Always consult an appropriate professional regarding your particular circumstances before making any financial decision.

Mutual Funds and/or Segregated Funds Disclaimer

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investment funds, including segregated fund investments. Please read the fund summary information folder prospectus before investing. Mutual Funds and/or Segregated Funds may not be guaranteed, their market value changes daily and past performance is not indicative of future results. The publisher does not guarantee the accuracy and will not be held liable in any way for any error, or omission, or any financial decision. Talk to your advisor before making any financial decision. A description of the key features of the applicable individual variable annuity contract or segregated fund is contained in the Information Folder. Any amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value. Product features are subject to change.