When you work with me, you'll have an advocate who understands:
Professional Financial Advice and Support:
I deliver financial strategies that are tailored to the needs of clients. I adhere to the standards set out by Canada's financial advice standard-setter the Financial Planning Standards Council. I believe the highest value that an advisor can bring to his or her clients is building a plan for them and helping them stick to that plan through good and bad times.
I believe in evidence-based investing, and encourage clients away from behaviors that will hurt them in the long run – like trying to pick hot stocks, the next hot fund manager, or calling market tops or bottoms. The evidence overwhelmingly shows that investing in a low-cost, broadly-diversified portfolio and staying the course produces a superior result for investors in the long run.
Professionals, especially in high-tech, often receive compensation in non-salary forms like commission, employee stock options, deferred stock compensation, and bonuses. I can help you analyze the details of your program, how and when you benefit from it, and how this compensation flows into your personal planning.