As a lifelong hockey player, there is a famous saying attributed to the great Wayne Gretzky: “Skate to where the puck is going, not to where it is.”  As a Financial Advisor, his statement couldn’t be more appropriate when I work with my clients around financial strategies to help secure and grow their wealth.  The beauty of a wealth plan allows clients to see where their life is heading and customize the financial goals required to pursue these goals.   
     Along the way, unintended detours or life disruptors must be considered as well and factored into a  plan – good things like marriage, home ownership, having children, college planning, planning for a healthy retirement.  Likewise, life’s challenges – sudden illness, divorce, loss of a spouse, adverse moments in life with financial consequences, must also be considered. Planning is the backbone of my Wealth Management strategy and is the roadmap that cleans the ice and allows for smooth skating. 
     As a hockey coach, I often help my players reach a level of potential that they never thought possible.  Similarly, I see the bigger picture for my clients to create a Wealth Management strategy that factors in aspects of your financial life that you may not have considered, such as tax minimization strategies, investment portfolio construction, insurance benefits, estate planning services and gifting, and charitable giving.
     Finally, I am used to playing in a highly intense and team-oriented sport.  No one scores a goal in hockey without the help of someone else setting them up for the winning shot.  The secret of success in any winning team is to place the team over oneself.  As your Financial Advisor, my motto will always be “the client’s interests and needs come first” – your family is my most important team! 
     Together, let me help you win at the game of life with a Wealth Management Strategy that helps you score all the financial goals you seek to live your best life.