By collecting basic data on your property portfolio we use my financial analysis for investment property portfolios to take you through the analysis to find opportunities to improve the performance of your portfolio, and to make those decisions within the context of your long-term life plans.
This process has evolved into my Roadmap To Financial Freedom that is designed to keep clients current and updated on the performance of their portfolio. I am always open to a conversation to see if there is a way I can make a meaningful contribution to the performance or direction of your business or real estate investments.
- Jim Osterreicher, 2015
- Robert McLeod, Realtor and Managing Partner, McLeod Project Marketing, 2010
- Chris Pryce, Client , 2015
- Barry McGuire, Ritchie Mill Law Office, 2016
- Jim Hassett, Partner, Hassett & Reid LLP, 2010
- Norman Glover, 2013
- Tony La, Client, 2013
- Linda & Rod Nagata, 2015
- Wade Fenner, Edmonton, 2015
- Thomas Beyer, Properties Group, Majority Owner, President, CEO, 2010
- David Sanbrand, Client, 2015