I am proud to offer the following services to my clients:
Make you money - Let's face it, at the end of the day you don't need a new best friend or someone who will give you a bunch of excuses as to why your portfolio isn't growing. You need someone who will make you money and, perhaps more importantly, prevent you from losing too much money during market downturns.
Help you Sleep Soundly - Even if you're making buckets of money, does it make sense to do so if the volatility is causing you to lose sleep or you're so stressed out that it's affecting your family life? I provide steady conservative growth and the appropriate "hand holding" when necessary.
"TCB" - I Take Care of your Business. At tax time when others are panicking because they can't find receipts or tax slips, I will work directly with your accountant providing him/her the reports they need and duplicate receipts, if necessary (we archive our receipts with online access). I also work directly with your lawyer when revising your will or restructuring any estate plans.