From Concern to Confidence
Seven years ago, a recently divorced woman received a large lump sum as part of her divorce settlement. At the time she had minimal investment experience and was confused and concerned as to whether she would have the ability to maintain the lifestyle she was accustomed to.
She was extremely nervous since the settlement served as her only source of income. David helped guide her through the challenges of long-term financial planning and daily budgeting.
The Result
Two years ago, her portfolio had grown to such an extent that she purchased a larger home in Toronto and a holiday residence in Florida.