Let's plan your brighter future!
Let's plan your brighter future!
A way to generate wealth is to be consistent. I don't generalize ideas, I talk numbers. You have probably found this page through an ad on Facebook because you may be interested in my strategy to grow money, to build residual income so to speak and ultimately, retire with the lifestyle you want.
I offer a unique strategy and it is not for everybody. To find out the best suit for you, we (you and me) document your goals and then compare them to your current portfolio, or we build one for you. And the best part I share these ideas with you for free.
I’m passionate about safeguarding the dreams you strived to achieve and the assets you have worked so hard to accumulate. You can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
I use proven investment strategies designed to meet your risk tolerance and stand up against market volatility. Commitment from your side to work out your options and not to drop on start is a sure beginning of your way to generate wealth.
The main reason this page exists is to connect us. Here you find a handy calendar to book an appointment - we meet on Zoom. You have an option to message me directly. And you can subscribe to happy news I randomly distribute over e-mail.
For some reason people think that brokers are all about the stock market which translates to buy-sell and thus get rich overnight.
Well, it is not.
Like a tree it takes time to grow and the consistency of watering it makes it pay with good fruits year after year. A big tree can withstand cold summers and long winters, the same happens with your investment.
If you are not prepared to commit to ten times more than you thought - more time, more effort, more investment then AMDR is not your address.
Start investing and you'll see all kinds of ads and articles about banks that care for your investment, mutual funds, promising startups and new industries that make you 300% annual return on investment.
It could be true.
But I won't call it a sustainable retirement plan. More like gambling. Play casinos instead, it's more fun.
It's important to understand that I'm capable of doing magic with numbers except one thing: I don't do fortune out of minimum payment.
Why?
Because when I hear someone say, "what is the minimum payment", I actually hear "I'm not interested in investing in my own life and am not committed to a long term investment and ultimately to lasting success".
What this really means "I don't want to invest".
Look, investment is hard, intense, committed but in the end it will be your desired lifestyle through passive revenue.
Minimum monthly won't get you there.
I share for free what applies to you. The idea of appreciation of my efforts makes me believe in the beginning of a long term relationship.
You won't get this info from the bank. You bring them money and they freeze it under 4% (I've been liberal LOL) while at the same time give you a credit card under 19.99%
I offer you the side where banks win.
Well, the simplest thing is to try my free consultation and it is a smart idea to listen to what a provincially licensed financial advisor have to say.
If you like it, you'll probably like my offerings.
If you don't like it, you won't.
Yes, free consultation comes with opportunities for business. I will try to sell you vision, ideas, plans. Be prepared, be open minded, be hungry.
Throughout our conversation I may decide how else we can benefit from each other. There are many things I can offer to you...
My team of licensed financial advisors is growing. We focus on a specific strategy to invest for retirement. It's a tax exempt strategy. But we're not limited to it. Life insurance term and life insurance universal, travel insurance, RRSP, segregated funds, mortgages and more.
My main focus is to help you to establish a long term program that will lead you to financial freedom.
Independent licensed to work with Ivari, BMO, B2B, Specialty Life, Industrial Alliance, Equitable just to name a few and it is a huge field of opportunities.
Fortune 500, in my opinion, is the Holy Grail of investment.
I also focus on your positioning – which is really a fancy way of saying, "if your job doesn't bring you desirable savings then you may be open for other ways to earn money".
Message me directly. I usually catch up with the messages on the same day. I don't promise to respond with a thorough conversation about investment strategies - for this matter you better schedule an appointment. But organisational stuff, heads up on ETA or link to scheduled zoom will be addressed promptly.
Mon - Fri: 6am - 10pm EST, Toronto, Ontario
Saturday: By appointment
Sunday: investors, friends and family
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