There's no doubt about it – money can get complicated. My goal is to make it simpler for you no matter what your situation.
I'll get to know what matters to you and build a written financial strategy designed specifically with your goals and your situation in mind. Then I'll make sure you understand the investments I recommend, are clear about the exact costs and fees, and feel comfortable asking questions about anything at any time. I'll work directly with your accountant (or recommend one if needed) to minimize your tax burden. And we'll talk not only about wealth strategies but also about eliminating debt.
Sometimes you'll hear about hot new investments from the media or perhaps your friends. With a personal strategy in place, you'll have a roadmap against which we can evaluate whether it makes sense for you. Does it fit in with your risk tolerance? Is it a short-term solution for your long-term goals? How does it complement the rest of your portfolio? In short, everything we do will be in your best interest.
My practice is well suited for clients in transition, whether that's changing careers, moving into retirement or considering how to distribute your wealth. We'll look at the whole family picture, including children and grandchildren, and consider tax-efficient strategies that bring benefit to everyone involved.
When you work with our branch, you'll get a dedicated team interested in your financial success. Demetra Mellos, the Branch Office Administrator, and I have worked together for nearly five years and have developed an efficiently coordinated process to deliver both strategic thinking and a striking attention to detail.
Outside of work, my wife and I enjoy the simple things – exploring new places and new restaurants, backyard barbeques, a weekend at the family lake cottage. In December 2019, we welcomed our first child, Charles, into the world. We're looking forward to the adventures that lie ahead and the wonderment of life through his eyes.