Our services

 

In context of each client’s unique needs and goals, I combine integrated, fee-based managed money platforms with discerning stock selection services and the appropriate insurance† and estate planning strategies.

The Macquarie Integrated Managed Account (IMA) is a good example of the kind of managed money platform that enables me to build a powerful portfolio utilizing the investing talent of some of the world’s leading money managers, simply and cost-effectively.

My combined specialties include investing, life insurance†, estate planning, tax minimization, retirement planning, and education funding. I will also liaise with your other professional advisors such as your accountants and lawyers to facilitate the complete and seamless management of all your financial affairs.  

†Insurance products and services are offered by life insurance licensed Advisors through Macquarie Insurance Services Ltd., a wholly owned subsidiary of Macquarie Private Wealth Inc.

The comments contained herein are general in nature and are not intended to be, nor should be construed to be, legal or tax advice to any particular individual. Accordingly, individuals should consult their own tax advisors for advice with respect to the tax consequences to them, having regard to their own particular circumstances.