In context of each client’s unique needs and goals, I combine integrated, fee-based managed money platforms with discerning stock selection services and the appropriate insurance† and estate planning strategies.

Blackmont’s exceptional Integrated Managed Account (IMA) is a good example of the kind of managed money platform that enables me to build a powerful portfolio utilizing the investing talent of some of the world’s leading money managers, simply and cost-effectively.

My combined specialties include investing, life insurance†, estate planning, tax minimization*, retirement planning, and education funding. I will also liaise with your other professional advisors such as your accountants and lawyers to facilitate the complete and seamless management of all your financial affairs.

^† Insurance products and services are offered by Blackmont Insurance Services Ltd.

* The comments contained herein are general in nature and professional advice regarding an individual’s particular tax position should be obtained in respect of any person’s specific circumstances.