I help people make informed decisions about their financial assets so they can spend more time doing what they enjoy. I help clients take care of their financial and non-financial assets in collaboration with my legal and real estate colleagues. I use my comprehensive system to manage and protect assets.
I am involved in investment consulting and planning. I can relieve you of unnecessary fees for purchases and asset transfers. I advocate a fee-for-service advisory model.
I offer mortgage and loan brokerage services, housing financing (purchase, construction, and renovation of real estate), mortgage and loan refinancing, pre- and post-divorce settlements, estate settlements, bank loans, and real estate investments. Interest-free loans from the “New Green Savings” program, handled from start to finish.