Strengthening your financial securitySM


Welcome

My name is Norman Lehrer. It is important to me that I know my clients, their families and their goals. Often times, the financial future of generations is entrusted to me, and there is nothing I value more than making sure I understand and help achieve the goals, dreams and obligations of the family.


Global Insight Monthly

Global Insight Cover Image - April 2024High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »

Take the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you.  To set up a consultation, contact me.

Latest Insights

Two people sitting with a Financial Advisor

Interest rate mood swings

April brought the usual spring showers, but it also brought some adjusted central bank rate cut expectations. We examine the what and why of the revisions and explain how investors should proceed.

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