Concierge Wealth Management
Working with Simon has been a pleasurable and satisfying experience. As novice investors with many questions, Simon patiently explained the rationale, the benefits and the process of his suggested plans. He was unfailingly courteous and was able to empathize with us as first-time investors. As our confidence in Simon's deep knowledge and background grew, so did our sense of real friendship grow. Our meetings were always cordial, much more than just business – rather a warm gathering of understanding people with whom we felt secure in sharing our lives.
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- Financial Planning
- Portfolio Management
- Life Insurance
- Living Benefits Insurance
- Accounting & Tax Services
- Mutual Funds Services
- Mortgages & Debt Restructuring
- Wills & Estates
Sentiment Analysis
I was ok with my last advisor but when you sit down with this team and everything is written out, analyzed and a plan is put together for you and your family, there was no doubt that they must be included in everything financial that I do.
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