I work with a number of different people but mostly I work with people who truly want to be helped. They fully understand the realities of the care and expertise their financial security requires and deserves.

Typically I work with professionals (police, doctors, etc.), business owners and retirees. Their financial needs aren't necessarily complex but they understand how integral it is to find a financial planner they can trust and someone who can develop a detailed road map. This will ultimately allow them to achieve and maintain financial security throughout their lives. It will also give them peace of mind and allow them to enjoy other more important areas of their lives.

I work best with people who are thorough and demand professional service and expertise. Most of all they are seeking the best possible advice they can get so there are no surprises; everything is accounted for, planned for and in the plan.

Here's how I help professionals, business owners and retirees:

Professionals:

I work with many professionals including police officers, doctors, dentists, veterinarians, chiropractors and executives to name a few.
I take their careers into account and specifically help them with tax reduction strategies, complex risk management of their personal and professional lives, the best long-term strategies and a detailed plan with regular meetings and adjustments as needed.

Business Owners:

Business owners like professionals requires strong attention to tax strategies and complex risk management of their personal life and their business. Often times we take into account family dynamics specifically with family businesses.

Retirees:

We take the worry out of retirement so our clients can focus on enjoying life and the freedom retirement should bring. We work hard to carefully plan so there are no surprises and our clients can have peace of mind. We concentrate on capital preservation, estate planning and tax effective income streams for retirement. We focus much of our planning on quality of life issues and what is most important to our clients in their retirement.

The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of DundeeWealth Inc., its subsidiaries, or its affiliates, including, but not limited to Dundee Securities Corporation, Dundee Private Investors Inc. / Ltd., Dundee Insurance Agency Ltd., Dundee Bank of Canada and Dundee Mortgage Services. This website is not deemed to be used as a solicitation in a jurisdiction where this Dundee representative is not registered.

Insurance products provided through Dundee Insurance Agency Ltd.
Only securities related products and services referenced are offered through Dundee Securities Corporation.

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