At Life Span Financial Strategies, we
offer our clients a unique one-stop solution for both personal and
business wealth management.
Our solution is unique for a reason; we simplify your life by
being a valuable resource in collaboration with your other
accounting and legal advisors. Our distinctive model means that you
receive complete wealth management from experienced individuals
that intimately know your needs and can respond to them in all
aspects of financial planning and portfolio management.
We believe that successful wealth management stems from a very
personal relationship with your Certified Financial Planner and
Portfolio Manager, and you'll get that with Life Span Financial
Strategies. Not only do we ensure your planning and portfolio
management completely reflects current trends and activity, but our
discretionary portfolio management model allows us to act
immediately to opportunities and threats. While others are seeking
permission to buy or sell, we just do it - always with your best
interests and goals in mind.
With more than 60 years of collective experience, our
seven-member team knows what questions to ask, and more
importantly, we know how to listen to your needs to ensure that we
build a personalized plan that is right for you and your
family.
Meet our Highly Experienced Team:
- Gary
Renaud, President of Life Span Financial Strategies and
Executive Director, Private Client Group and Portfolio Manager with
Dundee Securities Corporation
- Janet
Geiger, Portfolio Manager and Senior Investment Advisor, Dundee
Securities Corporation
- Brenda
Wilkins, Portfolio Manager and Investment Advisor, Dundee
Securities Corporation
