Canal Investment Group - Morgan Stanley

I work together with my clients and listen to their needs in order to help them understand their financial plan and its future impact.

My approach to help achieve financial success is centered on the individual client I work with. My goal is to first find out what your goals are in terms of life, retirement and family and then I create a goals based plan that recommends the steps needed to help accomplish your goals.

Comprehensive wealth planning strategies for your life and legacy