As a fully licensed and registered Wealth Adviser, I will advise you through every step of the process below

  • Retirement Account ( IRA/ Roth IRA, SEP IRA,  Simple IRA, 401K)
  • Discretionary Managed Account
  • Annuity ( Index-linked and Fixed)
  • 529 Plan
  • Unit Investment Trusts
  • Real Estate Investment Trusts
  • Mutual Funds
  • Fixed Income Products

 

As a fully licensed real estate professional, I will guide you through every step of the process below

Foreign I Domestic Investors

  • Provide Comprehensive Market Analysis for client’s review
  • Finding investment properties that match the investor’s long term goal
  • Introduce a discerning list of professionals, from private bankers, mortgage lenders, legal counsel, tax advisers and property management companies.

Sellers I Landlords

  • Provide Complimentary, Comprehensive Market Analysis
  • Optimal market exposure via various advertising channels
  • Unique approach to maximize value
  •  Introduce a discerning list of professionals, from stages, moving companies, relocation services, legal counsel to tax advisers
  • Attentive and responsive service throughout the selling process.

Buyers I Tenants

  • Home buyer/leasing guidance, from condo/board package preparation and rental application
  • Provide Comprehensive Market Analysis for client’s review
  • Introduce a discerning list of professionals, from Fengshui consultants, interior designers, architects, private bankers, mortgage lenders, legal counsel to tax advisers
  • Attentive and responsive throughout the buying or leasing process

As a fully licensed insurance adviser,I will advise you through every step of the process below

  • Customize various types of insurance programs to businesses, high net-worthy individuals, professionals
  • Property Insurance, Disability Insurance, Life Insurance, Flood Insurance, Business Liability Insurance, Professional Liability.