Corcoran & Partners"Today, Tomorrow, Together"
Does your investment advisor meet all of your wealth management needs?
I have worked in the Niagara region building my professional career for over ten years. I attribute the success I have experienced to my client-oriented approach to developing the "complete" solution. This approach enables me to work as a partner with Corcoran & Partners clients to develop investment strategies and related wealth management solutions that reflect the complete financial sensibilities and values of each client.
When entering into a partnership with the team, all of our clients immediately experience the benefits of working with a Chartered Accountant (CA). As a CA, I possess the specialized knowledge capacities necessary to maximize the wealth of each Corcoran & Partners client not only through assisting in developing responsible investment strategies, but through helping each client carefully navigate the labyrinth of taxation. In effect, I am a resource that can help Corcoran & Partners clients to both build and retain their wealth.
I obtained my Bachelor of Accounting degree with Honours from Brock University. I then continued my educational and professional development through working towards and receiving the prestigious designation of Chartered Accountant (CA). To best serve Corcoran & Partners clients, I have also successfully completed the following financial services industry courses: Canadian Securities Course and the Conduct and Practices Handbook.
Contact us at 905-680-3075 or toll free at 1-866-451-9292 to be introduced to our relaxed, flexible approach and environment.