How do we measure success? Client Satisfaction.
We recently participated in a client feedback survey program and are pleased to report that my clients gave me a rating of 4.85 out of a possible 5 points overall.
97% Satisfaction rate. Thank you for your trust in us.
For over two decades, I have provided investment and financial advisory services to individuals and businesses throughout Ontario. My approach is client focused and I specialize in investment management, retirement and estate planning, succession planning, and tax management. I am committed to providing exceptional service to each of my clients and tailored investment strategies. I work with my clients to create customized, personalized wealth and retirement plans to build and protect their financial futures. The cornerstone of my business is the one on one relationship with each client, based on trust, communication and a detailed understanding of their needs.
I was granted the Chartered Financial Planning Designation in 1990 from the Canadian Institute of Financial Planning and have also attained the Certified Financial Planner Designation under the Financial Planner Standards Council of Canada. In 2002, I earned the premier FCSI Designation, which is considered the industry’s highest mark of distinction awarded by the Canadian Securities Institute.
Please call me today to see if you and your family could benefit from my unique approach to wealth management.