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.
My relationship with my clients starts with the development of a comprehensive financial strategy to achieve their long-term financial goals. As part of this plan, we cover the investment, insurance, tax and estate planning aspects of each client’s situation.
I strive to serve as my clients’ chief financial advisor. As part of this role, I coordinate the activities of existing professional advisors such as tax accountants and estate lawyers, If required, I also tap into my own network of professional advisors.
My investment philosophy is essentially conservative in nature. Operating within each client’s risk profile, an investment portfolio is structured which will achieve long-term growth without undue risk – as a result, both my clients and I sleep soundly at night.
Tax planning and minimization is a key component of the financial strategy for most clients. As part of the overall strategy, income splitting, prudent use of leverage and family trusts are evaluated.
Each client’s account is monitored on an ongoing basis to take advantage of opportunities created by changing circumstances. In addition, each financial strategy is reviewed annually and appropriate adjustments made.
I make myself as accessible to clients as possible. All telephone calls are returned the same business day, either personally or by my assistant.
I believe that my best client is one who is fully informed. As a result, I have a strong commitment to client communication. This philosophy has served my clients and me for the last 25 years.
We serve individuals, families and businesses in the Victoria area.
Our primary goal is to help each client meet their unique financial goals by focusing on six key areas of needs analysis:
This publication and website are intended for British Columbia residents only and the information contained is subject to change without notice. Mutual Funds are offered and regulated through Global Maxfin Investments Inc. (GMII). Insurance products (including Segregated Funds) and Income Tax Preparation is provided under the name of Grant Simpson. GMII does not supervise these activities and will not be accountable, responsible or liable for such activities.
This publication contains opinions of the writer and may not reflect opinions of GMII. The information contained herein was obtained from sources believed to reliable, but no representation, or warranty, express or implied, is made by the writer or GMII or any other person as to its accuracy, completeness or correctness. This publication is not an offer to sell or a solicitation of an offer to buy any of the securities.
The securities discussed in this publication may not be eligible for sale in some jurisdictions. If you are not a Canadian resident, this report should not have been delivered to you. This publication is not meant to provide legal or account advice. As each situation is different you should consult your own professional advisors for advice based on your specific circumstances.