My experience in wealth management and the financial services industry allow me to understand the importance of not only helping you figure out what it is you want out of life, but also how your finances can support your goals.My team has adopted a customized approach to wealth management and provides a full service solution to meet the financial goals of our clients.Our team minimum is $1M in investable assets for private clients and $10M of investable assets for institutional clients.Given the sheer breadth of our client base and assets under administration, we retain a network of lawyers, accountants, consultants and other advisors that round out our team.Our Team's suite of services include:•Private & Liquid Alternative Investments•Risk Management Strategies•Tax-Efficiency Planning•Wealth Transfer Strategies •Individual Pension Plans (IPPs)In addition, we also offer integrated #wealthmanagement. As a part of our holistic approach, we partner with experts to best meet your ongoing needs in any of the following disciplines:•Private Banking•Insurance Review & Planning•Business Banking•Credit Planning•Mid-Market Investment Banking•Trust Services•Business Succession Planning