About

Accessible Wealth Strategies is a solutions driven firm that offers business owners and household's creative strategies to maximize their retirement and enhance the value of their estate. Our Focus: Capitalize on Tax Efficiencies- Customize Investment Portfolios*- Protect Wealth- Forecast Retirement- Preserve Estate. We take each client through a personalized planning process that’s designed to address and meet their financial needs. I am a Dealing Representative attached to PEAK Securities Inc., an Investment Industry Regulatory Organization of Canada (IIROC) registered, Investment Dealer, limits its responsibility to investment products such as stocks, bonds, and mutual funds. PEAK Securities Inc. is a member of the Canadian Investor Protection Fund. You may access PEAK Securities Inc. privacy statement at www.peakgroup.com