Teresa believes that by helping her clients understand their life objectives and personal risk profiles, they can assess the options to make the best financial decisions.
- Accumulation and Retirement Planning – Developing strategies to ensure you have the income you require.
- Wealth Management – Actively managing your nest egg in consideration of today’s market conditions.
- Risk Management Strategies - Covering the ‘what-ifs’ of death and disability.
- Estate Planning - Preparing to pass on your legacy effectively.
- Tax Planning - Keeping as much income as possible.
Meetings also available in West Vancouver - by appointment only