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Dennis graduated from York University in 1988 and received his Certified Management of Accountant designation in 1993. He gained valuable experience as a Financial Analyst in the Transportation, Financial and Pulp and Paper industries.
As an Investment Advisor, Certified Management Accountant, Certified Financial Planner and Life Agent, Dennis’s knowledge and experience enables him to offer a wide range of distinctive, professional wealth management services. These services are designed for individuals, small business owners and their families. Dennis has an outstanding commitment to his clients and is continually upgrading his professional credentials to provide a superior level of service.
As a licensed Life Agent, he is qualified to provide tax-deferral and risk-management strategies through the use of life insurance.
Outside the office, Dennis is married to Helen and adores their three children Alicia, Lauren and Nolan. Dennis enjoys playing tennis, hockey, coaching soccer and movies. He is a strong supporter of The Canadian Diabetes Association and the Princess Margaret Hospital Foundation.
Retirement planning is an ongoing process that helps provide financial peace of mind in the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
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.
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 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.
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.
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.
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