CIBC Wood Gundy – Willson Investments

My top priority is to help you achieve your financial goals. And, a one-size-fits-all approach is not effective when it comes to wealth management.

Studies have shown that goalsetting for your finances can have a positive impact on mental health, motivation, and performance. A study from David Blanchett, Morningstar’s head of retirement research, showed that using a goal-based framework led to an increase in client wealth of more than 15%.

I have designed a simple process to plan and invest for my clients’ futures that is grounded in research. It’s called the "goal set" approach.

Gather information: Collect personal and financial data from you.

Objectives: Define and prioritize your short-term and long-term financial goals.

Assessment: Evaluate your current financial plan and provide feedback.

Link: Create a tailored financial plan that connects your needs and preferences.

Showcase: Present and explain the plan to you and answer your questions.

Execute: Implement and support your plan according to the timeline and strategy.

Track: Monitor and adjust your plan as needed based on life changes and financial developments

I focus on the outcome clients want to achieve and create a customized financial plan suited to their needs and preferences. It is a personalized and holistic way of planning for your financial future.