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Whether you are an individual, a family or a business, we endeavor to understand your current financial plan and/or to develop a plan that is designed to meet your objectives.
On the investment side, we ascertain each client’s risk profile and then design an appropriate investment portfolio. We focus on long term growth and preservation of capital.
On the insurance side, we analyze each client’s existing insurance portfolio as well as each client’s existing exposure to risk, and then in consultation with our clients, we design appropriate insurance strategies.
We seek to identify issues that require attention, and where necessary to bring to the table the necessary specialists to assist in devising solutions. Such specialists may be accountants, lawyers, bankers, business valuators or specialists from the investment or insurance disciplines.