I am a seasoned wealth management expert who has specialized in serving high net worth individuals since 1990. I hold the CERTIFIED FINANCIAL PLANNER® Professional accreditation, and am a member of the HollisWealth advisor network. My firm, Your Private CFO® Family Office, provides comprehensive financial solutions for clients throughout Canada.
Our client list includes entrepreneurs, professionals, agri-entrepreneurs, retirees, pre-retirees and high net worth families who seek sound investment strategies designed to minimize risk and deliver dividend growth. Acting as their “private chief financial officer,” I and my team of experienced specialists provide a full range of professional financial management services, including investment and estate and succession planning through our Directed Wealth Program®. We select investment managers and monitor them to make sure that they are always the right fit for our clients.
We work hand in hand with each client to develop a personalized, directed wealth strategy that dovetails with their specific needs, goals, and investment challenges. We implement the strategy, attending to every detail and ensuring that your roadmap to wealth will keep you on course as your needs change. In addition, we can help coordinate the activities of your other professional advisors, including tax accountants, estate lawyers, or real estate agents. All work is performed on a fee—not commission—basis, following an investment strategy that favours diversified growth and minimization of risk.
We pride ourselves on developing and delivering the types of personal financial solutions that allow our clients to feel confident about their financial future. Depending on your wishes, as Your Private CFO® we can also bring together all the other supporting players involved in the money matters that go along with high net worth, including legal and tax advisors.