Investment Advisor — Mandeville Private Client Inc.
Financial Security Advisor — Zagari+Simpson
Approach & Process
I position my business as a strategic partner to individuals that are focused not only on professional success but also interested in attaining purposes through their life. I desire to bring insights and thought leadership to partner families as I walk alongside them. I believe we should plan carefully and strategically if we are to succeed on our own terms and accomplish what deeply motivates us in life. Ultimately, I believe in translating wealth into purpose.
Investment Philosophy & Strengths
I understand that life isn’t always simple. I also understand that financial situations can be quite complex and multi-faceted. I employ a framework for wealth creation with clients to navigate through changes in life and work tirelessly to help my clients overcome any relevant challenges and obstacles.
The right process will keep us focused on both personal and professional accomplishments. It guides our conversations to unveil potential opportunities, shortcomings and helps us make goal-based financial decisions. Decisions made to achieve your goals are not made randomly.
I moved from Hong Kong to Montreal as a teenager with my parents and am proud to have created my own young family. I will continue to grow my practice and offer opportunities to help other families reach their highest potential. I enjoy embracing the uniqueness of individual families and specialize in working with professionals that are focused on both career goals and family goals.
I speak three languages: English, Cantonese, and Mandarin. When I am not working, I am interested in my personal development and spending time with my young family.
Let’s Discuss Your Goals.
These are the core values that we’ve put into everyday practice and action since Zagari+Simpson was founded in 2012.
As a boutique wealth management office, Zagari+Simpson and Mandeville Private Client Inc. actively engage with clients to deliver bespoke financial plans and objective advice, unencumbered by any institutional interests or proprietary product quotas.
All our advisors have but one mission:
to empower their clients and guide them towards meeting their life goals with confidence and clarity.
Personalized Financial Plan
Our mission — Personalizing the most engaging and comprehensive financial plan to help you reach your financial and life goals.
Together we will explore your priorities and concerns, expectations and aspirations. We take into consideration all actionable information, including pensions and saving options. We help you establish what your retirement will look like and how much we expect your lifestyle to cost. And we set personal milestones to better track your progress.
Your financial plan is truly one of a kind. No matter what your financial goals are, you can rely on us to provide you with detailed reporting and carefully crafted advice to make things happen.
Our Mission — Aligning your investment decisions with your financial plan.
We are your advisory team.
We provide principle-based investment advice for all your investment accounts combined with tailored, goal-oriented financial planning.
Expect the necessary insights to help you make informed decisions with your portfolio. Together we will discover what rate of return your financial plan needs so that you can meet your personalized financial goals.
Our Mission — Ensuring you have the right coverage for the future that you are building.
Personalized needs analysis
Your personalized needs analysis will look at ongoing and future expenses. Immediate expenses include any outstanding medical bills and the cost of funeral arrangements. Ongoing and future expenses may include your mortgage, other outstanding debt, college tuition, and replacing the lost income for your family.
Disability and Critical Illness insurance can be suitable for anyone seeking financial protection to cover the costs associated with a life-altering illness or disability. Building your wealth is important and protecting what you’ve built is paramount.
Life Insurance for Business Owners and Professionals
You’ve worked hard to build your business or career. But what if something were to happen to you or a close business partner? An unexpected death, injury or illness could put your business or practice at serious risk, along with the lifestyles of your employees and their families.
Life insurance for business owners or professionals is an effective solution to protecting what you’ve built.