As a professional financial advisor, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.
Studies have shown that people looking for a Financial Advisor are seeking someone who should:
have a reasonable amount of experience and education
be knowledgeable about investments, estate and tax planning
independently choose from a broad range of investment products and services and
follow business practices which provide service and assistance to their clientele, rather than simply ‘selling products’
I believe that the most important aspect of the relationship between a financial advisor and a client is to develop trust.
When it comes to financial matters (money), this trust is earned over a long period of time, after a number of ‘trials’. The clients must feel that the advisor has their best interest in mind, is providing ‘customized’ suggestions to meet their individual needs, and wants to establish a long term, mutually satisfying relationship for both parties.
My success to date has been largely based upon my desire to develop a long-term relationship with my clients.
With over 30 years experience in the financial services industry, which has included a number of market corrections, I have found that a conservative investment approach is acceptable for the majority of my clients (including myself). A typical client would be someone with gray hair, has an average net worth and who is looking for retirement and/or estate planning assistance. Typical products would include GIC’s, segregated funds and mutual funds offered from a wide variety of financial institutions. Cost for my services are normally paid by the company whose product is being purchased.
If you are looking for someone with a straight forward, honest approach, then I would appreciate the opportunity to meet with you.
Mutual Funds provided through FundEX Investments Inc.
We serve individuals, families and businesses in the Cambridge area.
Our primary goal is to help each client meet their unique financial goals by focusing on six key areas of needs analysis: