I aim to offer you the most transparent, honest investment advice so that you can maximize your net worth now and for future generations. Use easy-to-use apps or individual coaching sessions to learn how to diversify your portfolio, pay less income tax, reduce investment fees, and create your own retirement plan.
I offer a fee-only investing virtually from London, Ontario. My investment management experience dates back to 2016. I’ve built my business on a foundation of integrity, due diligence, and innovation. I have the essential resources, financial expertise, and a network of professionals to implement these sophisticated strategies. I can help deliver wealth care strategies to affluent individuals. Understand that the variables such as length of investment, liquidity of the investment, inflation rate, income taxes, market fluctuations, and interest rate risks can impact the results you want to achieve long term.
I have a degree in Economics from the University of Waterloo and primarily focus on tactical asset allocation by actively balancing portfolios to reduce market risk. Hope to have the privilege to work together to help achieve your financial security goals.
You can now create your own pension with my help. And you need to realize there is a cost to NOT dealing with this. All investments have risk, some more than others. Regardless what you’re saving for, you want to feel your investments are providing stability in all market conditions while helping you take advantage of growth opportunities.
It’s time to take charge of your money and ensure your loved ones are taken care of! Don’t go broke and mutter something about a “bad economy”.
I create diversified portfolios based on mathematics. Algorithms. Less guesswork, and more structure when it comes to investing to help you reach your targeted retirement goals.
Have and experienced professional take care of day-to-day investment diversification. I monitor and adjust the portfolio as markets change. Use sophisticated, modern strategies to help you navigate uncertainty, achieve growth and income while reducing risk. Keeping you in the markets, even when they’re volatile. This means a smoother investment experience that will help you reach your goals. Investing doesn’t have to be complicated or unpredictable.