WE BELIEVE THAT CUSTOMIZED FINANCIAL PLANNING SHOULD BE AVAILABLE TO EVERYONE
It's not just money,
it's making your financial goals
WE FOCUS ON PROVIDING OUR CLIENTS VALUE
the regard that something is held to deserve; the importance, worth, or usefulness of something.
Value is at the heart of everything we do at Stages and it's the core of how we have built strong relationships with our clients and helped them reach their financial goals. We start by getting to know you and what matters most, then we design a tailored solution for you, the stage of life you are at, and the goals you have for your future.
You work hard for your money, and you have clear a clear 'why' - we want the path to get you there to be just as clear.
As an independent firm, we make financial recommendations based solely on how it serves your near and long-term goals.
Going well beyond investments, we will help you take deliberate steps to address your most pressing concerns. Advanced planning helps you address areas such as risk management, business succession, charitable giving, tax planning or helping you to prepare your loved ones for a potential inheritance. We design a custom plan to help you accomplish what’s most important to you.
Invest + Save:
RRSPs + TFSAs
Personal Wealth Transfer
Capital Gains Tax Funding
Private Investment Counsel
Insure + Protect:
Critical Illness & Disability
Long-term Care Insurance
Health Spending Accounts
Estate Executor Services
Shareholder Agreement Funding
Retirement Compensation Agreements
Individual Pension Plans
We build diverse investment strategies based on the unique risk profile of you. We take investing beyond the 60/40 traditional Wealth Management perspective and tailor each consideration to how it will benefit your financial goals.
“Find a job you enjoy doing, and you will never have to work a day in your life.” ~ Mark Twain
Guiding clients, families, and companies for nearly 20 years, my passion comes from my 'why', my experience provides me unique insight into what it takes to create real value for clients, and my reward is knowing I am contributing to the financial goals of my clients.
I always seek to understand the situation first, then compare the options and, finally, recommending suitable solutions - I have your back, always.