Intermediate Administrator, Wealth Advisory
CurrentOur team works with successful entrepreneurs and professionals to structure comprehensive Wealth Management plans that incorporate:1. A solid Financial Plan, including integration of asset allocation, investment returns and appropriate tax strategies.2. An expert investment management firm to help achieve long term retirement and investment objectives.3. Appropriate estate planning that coordinates your team of experts, including your lawyer, accountant and insurance professionals.If you would like to learn more about our services, please contact me directly at:Wendy Luis, BAIntermediate Administrator230 - 633 Colborne StreetLondon ON N9B 2V3CanadaTel: 519-432-5534Fax: 519-432-6544www.bdo.ca