Blending integrity, hard work and a willingness to listen to each client like he or she is the only investor in the world, Hugh is dedicated to assisting his clients in meeting their financial needs. He uses a hands-on approach, meeting with clients on a regular basis to ensure that their investments remain suitable for their objectives throughout changing personal and market conditions. Offering a wide range of investment services, Hugh is committed to helping his clients achieve their financial goals.
With more than 30 years of experience in the financial services industry, Hugh advises clients on a broad range of retirement and tax efficient strategies.
Hugh specializes in retirement and asset allocation strategies, focusing on conservation of capital and tax efficient portfolios as needed, and he works with his clients to design solutions to meet their individual needs.
Having completed both a Chartered Life Underwriter and Chartered Financial Consultant designation, as well as other industry inspired learning, Hugh is able to work holistically with clients concerned about protecting their families and their estate.