Meet the Team
Working with the wealthy, but also with others
The members of my team are trained to help with all matters associated with comprehensive wealth management. Specifically, Brian Smythe oversees all administrative matters, include getting online access to view account values in real time for those who want it, customizing retirement income projections, setting up all monthly contribution and withdrawal plans and processing RRIF payments. Zeeshan Saeed is helping me with my social media profile, strategic planning and product due diligence.
Both Brian and Zeeshan are licenced advisors and both will be taking on new clients of their own. As a result, even though my minimum account size for new clients working with me to $500,000, Brian and Zeeshan are rounding out the STANDUP Team and both taking new client families on a non-discretionary basis with as little as $100,000 to invest. Please tell your friends!
Many people fear that their friends and family might not qualify as clients based on minimum account stipulations. Taking accounts as small as $100,000 through other members of the STANDUP Team has made us more accessible than ever before. Everything else about what we offer (fee structure, recommended products, available services, etc.) is the same. All we’re doing is taking a formula that already works very well and making it more scalable. We are open for business. In fact, the STANDUP Team was built with the express intent of having enough practice infrastructure in place so that new clients of all sizes and walks of life would be able to enjoy a consistently high level of attention and service.