Wealth Generation

Description

As a wealth generation Portfolio Manager, I can assist an Indigenous organization by providing tailored investment advice that aligns with the community's specific trust agreement and investment preferences. I can work with the community to create access to wealth, secure self-determination, and build communities. Additionally, I can help the community restore traditional forms of currencies and implement sustainable resource management practices. The goal is to generate own source revenues and provide confidence when starting the journey with wealth generation. I can offer high-level professional services that combine financial and investment advice, accounting and tax services, retirement planning, and legal or estate planning for one set fee.