It's your money... and your peace of mind. I understand that.

You've worked hard for your money, so controlling your risks and minimizing taxes is important. I understand that too. I know that your financial objectives are very personal, so I will help you make the most of your investments to achieve your goals and secure the future you dream of.

I take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about your financial situation, the more likely you are to reach your financial goals, and I am here to help you do that. I embrace investor education because it enables me to build strong relationships with my clients.

The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. I know I must do right by my clients the first time, and I strive to make rock-solid recommendations – ones that meet both their needs and risk tolerance. I'll do the same for you.

And I will work hard to earn your trust. I carefully consider your needs, goals and dreams in order to implement a well-constructed financial strategy, so that you can have peace of mind about your hard-earned money and financial future.

Please click here to contact me for assistance with any financial questions.

Dealer

Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.

Retirement

latest news

Mon, 09/13/2021 - 06:00
There are moments in time when significant economic shifts occur that alter the future. One such moment occurred in late August 2019 at the close of the Jackson Hole Economic Symposium. This is an annual and exclusive central banking conference to foster open discussion about important and current... Read more
Mon, 09/13/2021 - 05:30
Freelancer, self-employed, contractor, independent, temporary or gig worker and entrepreneur are all terms used to describe sole proprietors. While sole proprietorship isn’t new, it is most definitely on the rise. Sole proprietorship - popularly referred to as “gig work” or the “gig economy”- is... Read more
Mon, 09/13/2021 - 05:00
It seemed there was nothing her father couldn't do when Margaret was growing up. He was the most capable person she knew. Widowed by the time he was 55, he lived an independent and full life, never relying on Margaret for anything other than her company. Four years ago, however, Margaret began... Read more

Happy Clients

Please review our testimonials from our satisfied clients!

  • P.S. 1984 Wow!! Time flies......Thank God I entrusted my investments with you...I'm thrilled at how steady and well things have gone in 35 years!!

  • Thank you for your season’s greetings and annual assessment of the state of affairs. I wish you a wonderful holiday season too and that 2020 will start a decade of good health and happiness for you and your family. May it be a decade of a shift towards goodwill and not just monetary profit that defines success. I agree technology will continue to play a significant role, may it be for the common good. I appreciate your continued good service, always there to take my call and consider my comments. I know I’m a tiny player but you’ve never treated me with anything but respect and consideration. Thank you.

  • Keith Wong has advised me in choosing my insurance and investment needs since 1980. I have learned to trust his advice in these matters and in spite of the recent fluctuations in the financial world, I have done well. I have not become extremely wealthy but I have not lost either. My investments have consistently shown a gain at the bottom line, where it counts. I do recommend him as a trustworthy advisory.

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