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Working together to help you achieve what truly matters to you
Our team is one of London's most experienced Wealth Advisory Groups. We are passionate about providing long-term and reliable financial advice to business owners, farming families, medical professionals, affluent retirees and their families.
With over 15 years experience in the investment industry, I have experience with both positive and negative market cycles. I work with my clients to ensure that they stay committed to their long-term strategies even when the market environment may tempt them to make decisions based on emotion. I develop relationships in a holistic manner, with clients who wish to stay involved in the selection of their investments but do not have the time, desire, or expertise to do so on their own. Our relationship is based on one-on-one discussions to design and implement customized strategies to help preserve your capital and meet your financial objectives.
I believe that even the most sophisticated investors can benefit from a long-term plan with the steps necessary to help them grow and preserve their wealth. This would include tax and estate planning strategies, to ensure you are providing a legacy for those who you truly care about.
Our team works with TD Specialists who provide advice to our clients on Tax and Estate Planning as well as Trust services for discussions on appointing executors.
I graduated from the University of Western with a degree in Specialization of Financial Economics and I also graduated from Fanshawe College with a diploma in Financial Planning.
I am currently enrolled for the Certified Financial Planner (CFP®) designation. I am also a Life Insurance Advisor with TD Wealth Insurance Services.
Outside of work, I enjoy experiencing other cultures and food with my wife and son.
Please feel free to call me directly at 519-675-4344 to discuss how our team can add value for what is important to you.
Branch Office: (519) 640-8530
Branch Fax: (519) 640-8552
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Protecting your assets
Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
Passing on your Wealth
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business Succession Planning
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
You have questions, I have answers. Let's have a quick chat.
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