Experience

TAAG

• Canada
• Professional Services
• 1 - 100 Employee

• Director of Family Office

  • Sep 2022 - Present



Synergy Family Office

• Canada
• Financial Services
• 1 - 100 Employee

• Co-Founder and CEO.

  • Nov 2011 - Sep 2022

  Synergy Family Office was created to support as select few families manage, retain, protect and ultimately enjoy the wealth they have created or inherited. In the true spirit of family office; Synergy Family Office comes alongside their clients to help navigate the sometimes confusing and ever changing world of financial planning. Because SFO only works with a small number of clients, our staff and the advisory board can provide 80 to 100 “client focused” hours of support per year, compared to the advisor with 100+ clients who are spread way too thin and only able to provide 3 to 10 hours of dedicated client service per year This level of support results in measurable and trackable financial success that can be seen throughout a client’s financial well-being. Synergy Family office was created out of and absolute conviction to put a client’s needs hopes and expectations first. Show less



BMO

• Canada
• Financial Services
• 700 & Above Employee

• Director of Private Wealth Services & Managing Partner.

  • Feb 2002 - Oct 2015

  Altaview Financial Group Inc. Planning Analytics: Private Capital & Structured Insurance Solutions. Our area of focus is in full scale planning and plan analysis. We also liaison with our relationships on both IDA securities and EMD offerings as well as private investments in real-estate. In many cases we coordination legal and accounting services by working directly with existing experts or provide referrals to our trusted centers of influence. All clients receive a full written financial plan covering areas of current financial profile synopsis, cash-flow, net worth, income summaries as well as risk analysis, investment policy statements, estate and wealth transfer options. Altaview’s mantra is “if the decision is good and valid, there is a way to test it” what that means is any financial decision from the purchase of a stock, property or life insurance policy should be measurable through analysis. Plan summaries typically run from 30 to 200 pages depending on the complexity. Initial consultations are free and fees are determined in advance with the direction of the client as to fee for service or asset management fee. In either case a cost benefits analysis is done to show weather the service will add value and save money other wise lost to poorly structure planning. Due to the nature of the business model we limit our client base to about 50 to 75 clients per office. This allows us to provide the level of service our HNW and UHNW have come to appreciate. Altaview also services the clients of small to medium investment firms on a contract basis. Show less