Whether you are planning for retirement, your children's education, trying to reduce your taxes, or just looking for financial clarity, the process starts here because it will help you answer
three key questions:
Where am I now?
Where do I want to be?
How do I get there?
Trust and integrity play important roles in growing and maintaining successful client relationships. As your Advisor, we will take the time necessary to gain a comprehensive
understanding of your unique investment goals and specific financial needs.
Helping clients plan for the preservation of their estates is as important as accumulating them in the first place.
Motivations:
Provide adequately for family members and/or loved ones
Ensure that your estate is distributed in the most timely manner possible
Minimize taxes for the beneficiaries of your estate
Business succession strategies to ensure business continuity
IIROC Advisor Report – Investors may research the background,
qualifications and disciplinary information on advisors at IIROC-regulated firms by referencing to the IIROC Advisor Report found here
CIPF coverage and IIROC membership is only applicable to Queensbury Securities Inc.
