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Senior Investment Advisor
Where wealth strategies and behavioural coaching meet for financial success
I knew from a young age that I was destined for the financial industry. Growing up with a father who was a stockbroker and mining engineer, our family dinner discussions often revolved around local gold stocks, the price of gold, the market, dividends and inflation. Intrigued by it all, I began working alongside my father and soaked up as much as I could. When I was old enough, I took my Canadian Securities Course and was on my way. My father taught me many valuable lessons, but one that is forever ingrained in my mind is ‘your word is your bond’. It’s a lesson I carry with me, pass along to my family and team and try to live up to in every client interaction. It is important for me to develop trusting relationships with the people in my personal and professional life.
In the early stages of my career I knew I wanted to do more than just mine stocks. I wanted to help simplify the complexities of wealth management, so my clients felt more confident in achieving their financial and retirement goals. Becoming an Investment Advisor who specializes in retirement income has proven to be so fulfilling because I get to do just that. For over 35 years, I’ve helped clients achieve their vision for their retirement and legacy.
Hank Wissenz and I founded RiverKeeper Wealth Management. We’re an experienced team of specialists dedicated to helping our clients define and achieve their goals for the present and future. We are there for each step of the retirement planning process and ensure you have the tools and knowledge to succeed.
After receiving my Bachelor in Business Economics from Brock University, I jumped at the opportunity to further my education so I could provide more support to my clients in specialty areas. I attained the following designations and credentials:
• Certified Financial Planner (CFP®)
• Fellowship to the Canadian Securities Institute (FCSI®)
• Certificate in Retirement Strategy
• Bachelor of Business Economics
• Chartered Investment Manager (CIM®)
The FCSI® is the most senior credential in Canadian financial services. I felt strongly about completing the FCSI® because it is reserved for an elite group of experienced financial service professionals that meet the highest standards for advanced education, ethical conduct, industry experience and peer endorsement. For me, trust and integrity are at the core of all successful client relationships. By expanding my knowledge base, I'm confident that I can provide a higher level of service.
In addition to my career, I love spending time with my family and enjoy being active. When the weather is nice, you can find me outdoors swimming, playing volleyball or biking. During the winter, I love spending my time on the slopes with my family and friends. Always eager to try new things, I recently learned how to play pickle-ball which ignited my competitive spirit.
Toll Free: 1(800) 701-7279
Fax: (905) 682-2601
Branch Office: (905) 704-1405
Branch Fax: (905) 682-2601
Bachelor Degree from Brock University, Fellowship to the Canadian Securities Institute (FCSI®) designation, Certified Financial Planner (CFP®) designation, Certified Retirement Specialist designation
Proud supporter of local charities through RiverKeeper Wealth Management's charitable giving foundation
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
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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