Kickoff
We sit down and get the full picture. That first meeting is real work, not a sales call.
How I work
Your plan comes first. The investments serve it. Here is what working together looks like.
01
We sit down and get the picture
Our first working session is a conversation, not a questionnaire you fill out alone. We talk through the household, the company if there is one, the tax picture, and what a good next few years actually looks like.
02
We write your plan
Cash flow, registered accounts, retirement timing, and estate pieces live together. We put the trade-offs in plain language so you can choose with your eyes open, and so the plan is something you can explain at the kitchen table.
03
Investments and insurance that serve it
The portfolio comes after the plan, and only to fund it. If a mutual fund, ETF, or insurance conversation is appropriate, it follows the plan and stays within the licences that apply. Mutual funds and ETFs are offered through Global Maxfin Investments Inc. Insurance is offered through Global Insurance Solutions Inc.
Your meeting cadence
We kick off with a working session and then we stay in motion. The calendar follows your plan, not a product checkup.
Plan reviews
We set a review rhythm together. Most years that means a proper look at your plan, plus a conversation when something material changes: a sale, a retirement date, a family event. You do not wait for an annual slot if life changes first.
Every meeting
I come prepared. You leave with a clear picture and next steps.
How you reach me
You email or call, and you hear back within 24 business hours. If I am in a meeting, my office picks it up.
A team behind your plan
I come with a team, including an assistant, and I am actively adding to it, so your next step does not wait on my calendar.
If we haven’t met, we start with a conversation.
No product pitch. Write a few sentences about what is on your mind. You hear back within 24 business hours.