My Ideal Client

Each new client I accept will take some amount of time away from current clients. I need to ensure that I am able to continue to devote the time necessary to oversee each client's life savings. As such, I am very selective in qualifying new clients. While I provide a wide range of services to many individuals and their families, I am able to help some more than others. My goal is to ensure the greatest satisfaction and the most positive outcome for each client.

The prospective client I can help the most:

  • Has a sense of humour
  • Recognizes that financial management requires professional expertise
  • Understands there is more to life than just making money
  • Is open-minded and willing to accept guidance
  • Is active in their community
  • Has a sense of humour
  • Recognizes the advantages of dealing with an independent, unbiased professional
  • Has a need for estate planning and insurance protection in addition to investments
  • Will question my recommendations if they are not readily understood
  • Is able to make decisions and take action
  • Is focused on long-term conservative growth, not a "day trader"
  • Is willing to introduce me to friends, family or colleagues once I have earned their trust
  • Has at least $500,000 in investment assets (RRSP or open investments)
  • Has a sense of humour

If this sounds like you, give me a call to arrange a preliminary meeting.