My relationship with my existing and new clients starts with the development of a comprehensive financial plan to achieve their long term financial goals. I strive to serve as my client's chief financial advisor. As part of this role, I coordinate the activities of existing professional advisors such as tax accountants and estate lawyers. If required, I also tap into my own network of professional advisors. My investment philosophy is essentially conservative in nature. Operating within each clients risk profile, an investment portfolio is structured which will achieve long-term goals without undue risk---as a result both my clients and I sleep soundly at night.