As a financial advisor with over 30 years of experience, I specialize in retirement and investment planning for legal professionals, small business owners, and wealthy individuals. My focus is on building strong, trusting relationships with my clients and providing personalized service tailored to their individual needs and goals. I have a deep understanding of the unique financial challenges faced by these groups and am able to offer expert guidance on a wide range of investment options, including US, international, and Canadian equities and fixed-income investments. With my expertise and personalized approach, I am confident that I can help you achieve financial security in retirement. Let’s work together to build a brighter financial future!
