I help clients achieve their goals through careful financial security planning. I work with my clients to create a financial security plan that addresses their concerns in four key areas: cash flow, income protection, retirement and estate planning. No Plan is the same.

2462 Appalachain Dr

Henderson Partners LLP is a leading firm of chartered professional accountants and advisors that are dedicated to serving entrepreneurial people and organizations – privately held companies, family owned businesses, non-profit organizations and high net worth individuals.

Silver Sherpa is a professional services company delivering independent and personalized advice on smart ageing and later life transitions. We are unique in howwe help seniors and their familiesprepare for, and respond to, lifestyle crises caused by health challenges, loss of a partner, disorganized finances, social isolation, and other factors putting their quality of life at risk.We offer expertise in navigating the maze of silos of services associated with ageing; from healthcare to lawyers, from home care to financial and estate planning. ...

2275 Upper Middle Rd East

At Watson Investments, we believe wealth management isn't just about numbers on a piece of paper –it is your life. Which is exactly why our services combine thoughtful and personalized portfolio strategies with advice, coaching, and resource support geared to your financial goals.Whether it is your retirement, your children's education, or your well-being; Watson Investments is all about you and your successes!