Working tirelessly to help clients achieve strong and stable investment growth on their assets through a variety of market conditions. This, above all, is the reputation Don developed during his 20 year career in the investment and wealth management industry.
As a result of his experience working with a prominent Canadian company, combined with his deep knowledge of retail banking, Don believes he is qualified to help clients achieve their financial objectives through the various stages of their lives.
Investment strategy and portfolio management, portfolio tax efficiency, income planning, retirement and estate planning strategy. These are the areas of financial expertise Don brings to the relationships he builds with his clients.
Client confidence and trust, Don believes, are the central ingredients of any successful long term client/advisor relationship. They represent the personal foundation upon which successful and enduring wealth building is based.
Married with two adult children, Don is an enthusiastic golfer. He uses his passion for the sport as a reason to take an occasional winter getaway when the pressure of work permits it. For the past several years, Don has been an active volunteer with the Leitrim and Gloucester Hockey Associations.