I help my clients achieve peace of mind in every stage of life, providing well-considered wealth advice and customized solutions to help meet your financial goals.
I am part of the new generation of wealth advisors, delivering customized retirement planning in partnership with the Scotia Wealth Management team of specialists. I will act as your personal Chief Financial Officer, overseeing your complete financial affairs over your entire lifetime. My team of dedicated professionals help to remove the burden of wealth management so that you and your family can focus on what matters to you. My financial planning services coordinate and streamline your investment management, risk management, lending, financial planning, estate planning and philanthropic pursuits in one all-encompassing approach.
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