Client Case Studies
Case Study 1
Client: Confidential
Overview: Cash Settlement from Divorce Proceeds
Occupation: Retired Nurse
Income: None
Investment Needs: Portfolio Income
Wealth Planning Needs: Retirement Income
Testimonial:
“After selling my home over 10 years ago, I asked Desmond to build a portfolio for me that would generate income to cover my living expenses. Even with all the many ups and downs in the market over the years, l am still maintaining my original capital and living off the income it generates. Thank you!”
Case Study 2
Client: Confidential
Overview: Large Cash Holdings from Real Estate Transaction
Occupation: Working Professional
Income: High Salary
Investment Needs: Capital Growth,
Wealth Planning Needs: Retirement, Estate, Insurance
Testimonial:
“Desmond has built a portfolio for me that has performed exceptionally well, it was tailored to my risk level and retirement plans. What I appreciate about his counsel is the time spent explaining the market and investment environment, eliminating the noise, and providing the fundamental reasons for the decision being made by discussing the pros and cons of each selection. I get regular updates on economic and market conditions and how it will impact my portfolio. Desmond has educated me on investments and has calculated the amount of time I need to work before I can achieve the retirement that meets my expectations while maintaining the lifestyle I have come to enjoy“