For nearly 20 years, I have been helping my clients reach their financial goals. In the process, my clients and I have developed strong relationships based on trust, mutual respect, and fairness. My value to them has been predicated on much more than just advice on stocks, bonds, and retirement plans, but on giving them insight into the inner workings of the financial industry, its trends, and the motivations of its participants.My skill set lends itself well to advising those who are looking to transition into retirement within 15 years. However, I encourage people to start planning early in life, and thus, I work with younger clients as well. I employ a team of specialists for everything from financial planning to insurance and estate planning. This thorough approach appeals to high net worth professionals who appreciate top level service. And lastly, my predisposition towards income investing and extensive knowledge of bonds and money market instruments is ideal for small to mid sized business owners.Specialties: Managing investment portfolios that focus on growth through compounding the returns of stable income streams. Main investment vehicles are, but not exclusively; bank shares, utilities, real estate investment trusts, government and corporate bonds, money market, preferred shares, and convertible debentures.