Professional resources

 

Because your financial situation is often complex, I typically work with other professionals to design and implement the strategies that will help you to achieve your goals. I rely on a network of proven professionals who provide technical advice as required.

Insurance specialists:

Managed money specialists:

In order to implement the best possible wealth management strategies on your behalf, I need to work in cooperation with other related professionals, such as accountants, lawyers, tax specialists, estate advisors, etc. If you do not presently work with a qualified professional in an area I believe is essential for your specific situation, I would be pleased to introduce you to those I know and trust.

 

Insurance products and services are offered through life insurance licensed Advisors through Macquarie Insurance Services Ltd., a wholly owned subsidiary of Macquarie Private Wealth Inc. (“MPW”).

Links to other websites or references to products, services or publications other than those of Macquarie Private Wealth Inc. (MPW) on this website do not imply the endorsement or approval of such websites, products, services or publications by MPW. MPW makes no representations or warranties with respect to, and is not responsible or liable for, these websites, products, services or publications.