Keywords: My mission is to build an exceptional practice targeting a maximum of fifty select clients, and prvide them a "best in class" money management experience. I bring over twenty years of financial services experience, and have managed over 135 million in client assets. I have published two Canadian best sellers, and encourage you to look up "Segregated Funds: How to Guranatee your Financial Future."
Primary category: Portfolio Management (52392)
Secondary category: Investment Advice (52393)
Number of employees: 1 to 4