For me, wealth management encompasses investment counselling, tax planning**, risk management, insurance and estate planning, business succession planning and charitable giving strategies.
I am part of a team that has recently branded under the name "Novus Pro". Our Mission is as follows:
*We believe that our wealth management process, called “Novus Pro,” allows us to uncover and address the most significant financial challenges facing our clients.
*We believe that professional institutional money management offers the most superior risk-adjusted returns for our clients.
*We believe that our leveraged team approach of over 50 years of industry experience provides a high level of service and security for our clients.
*We believe that we offer an upscale, superior wealth management experience.
*We believe in the importance of each client working from a structured financial plan.