We simplify complex financial information to help you make smart decisions about your money.
Our philosophy does not require us to predict the future. We aim to provide a successful investment experience that delivers market returns at a fair price. Expect on-going updates including detailed performance reports.
What you earn is always after tax. As a Chartered Professional Accountant and Certified Financial Planner, I keep an eye on your taxes at every step of the way, so you don’t have to.
Rest assured, we have experience at all stages of life, including the passing of your estate to your heirs. Our goal is to provide you and your family with peace of mind, knowing that your estate will go where you intend.
Most people choose to work with us when life hands them a new card — the birth of a child, an early retirement offer, the end of a marriage, the passing of a spouse, or the sale of a family home or business — when a life event prompts decision making, we’re a call away.
We offer a free consultation — no-strings-attached. See if SimpleSmartAdvice is right for you.