A client who feels that they don't have the time and/or knowledge to effectively manage their's or their families investment portfolio. Their financial wealth has grown from regular savings, group plans, option programs, and bonus pay outs.


A client that is almost approaching 10 years from their retirement. Their savings is a combination of registered and non-registered accounts. Their focus is retaining their current income levels for the future.

Business Owner

Transitioning from running their own enterprise to monetizing their retirement and lifestyle-- materializing most important assets


Someone who has recently lost a partner  and is going through a transition period  and is now managing a changed portfolio.   They are looking for guidance  and coaching in making their own financial decisions.