I help my clients achieve piece of mind by designing a customized investment portfolio that meets their needs and risk tolerance. While specializing in portfolio construction and asset management for the high net worth individual and corporate investor, it is important to help my clients grow their wealth in a tax efficient and risk appropriate manner. It is equally important to help my clients draw down on their assets in a tax efficient way in order to minimize on income tax.While accessing my team of experts we incorporate Financial Planning, Estate Planning and Insurance Planning in my investment process.I make use of Fee based accounts, Tax Free Savings Accounts, Corporate Class structures and T-SWP's in order to minimize taxes and tax deductibility of investment products.
Listed skills include Wealth Management, Investments, Mutual Funds, Portfolio Management, and 10 others.