Planning for your financial future is more than just looking at numbers. To me, it's the people and dreams behind the figures that matter the most.
As an Assante advisor, I can help you gain peace of mind and achieve your dreams for the future. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.
Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth, and help you build the future you desire.
If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.
5945 Kathleen Ave. Suite 600A
Tel: 1 (604) 226-7707
Fax: 1 (604) 434-4906
My goal is to help you with your current and future Investment needs.
Planning is more than saving money for retirement – it’s about helping protect what means the most to you and achieving your short and long-term goals. The first step to achieving your financial goals is creating a financial strategy. I will help you with investments that are tailored to you, flexible enough to meet your changing needs and based on solid insurance and investment products.
Dealing with the complexities of your finances can be overwhelming and time consuming. My aim is to free up your time and manage your financial affairs, strategies and goals, be they saving for retirement, running your own business or building a fruitful legacy to leave to your loved ones. I work closely with my clients to understand their needs, drivers and goals and help them to create robust financial strategies to build a successful future.I am supported by a highly qualified, professional team of lawyers, tax accountants and financial analysts and, together, we will support you to make well-informed decisions about your finances, both now and in an ever-changing future.
Please don’t hesitate to contact me for a confidential consultation if you are looking for the best possible financial advice which is tailored perfectly to suit your needs, circumstances and lifestyle.