Being a Fiduciary and Tax Practitioner I review, update and draft Wills for our clients together with reviewing and providing financial, estate and tax planning advice. In addition to this, I oversee the administration process involved in winding up estates of clients who have passed away. Finally I am responsible for our forex trading division being the newest business unit in NFB’s broad service offering.
“I strive to build trusting relationships with clients and aim to provide effective solutions to serve their current and future financial requirements, while maintaining a long-term view.”
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