With over 25 years of experience as an investment advisor, I help design and implement investment strategies for the advisors and clients of Haunn Landers & Co.
We primarily work with high-net-worth individuals, families and businesses to empower their financial future and to help them achieve their financial goals and objectives. Our unique planning approach ensures that we understand these goals first. We can then translate those goals into an investment strategy designed to achieve desired outcomes with the lowest possible risk and the least taxation possible. We apply a pension style management approach to our portfolio construction where a sophisticated asset allocation process can include guaranteed investments, traditional stocks and bonds and alternative asset classes such as real estate, infrastructure, and hedge funds.
On a personal note, I've been married for over 20 years, and I have two girls. We live up in Richmond Hill where I volunteered as a softball coach for over 15 years. Family is extremely important to me. My personal promise is to never recommend or implement a strategy that I wouldn't implement for my own family.
Whether your goal is to maximize growth, minimize taxation, apply personal values to your portfolio construction or simply wealth preservation and estate planning, we support you every step of the way. We are investing in your financial future.
I hope we talk soon.