Getting the right investment advice is a key part of managing your wealth, but it is part of a bigger picture. As an Investment Advisor and Financial Planner I take a holistic approach to building and preserving my clients’ wealth. My objective is to provide peace of mind to my clients by planning for their financial future and helping them to protect the things that are important. Since 1994 I have provided comprehensive wealth management advice and solutions to individuals and their families, to small business owners and their companies and to non-profit organizations.
My process is simple: we work together to prioritize your goals, assess your current financial situation and determine where you would like to be in the future. We then develop and implement a personal strategy to help get you there. I draw from a broad range of investment solutions to build a tailored portfolio and follow a disciplined investment strategy consistent with your financial objectives. A personal wealth management plan may also be included to address such areas as retirement income planning, tax minimization strategies, life insurance and estate planning.
On a personal note, I have earned both the Certified Financial Planner (CFP®) and the Personal Financial Planner (PFP®) designations as well as a Bachelor of Commerce (Finance) degree and a Bachelor of Arts (Economics) degree. Away from the office, I enjoy family time with my wife and three amazing daughters. I am also a very active coach and volunteer with a local girls minor hockey association. Occasionally, there is some time left over for me to play hockey or go golfing.
The cornerstone of my practice is strong personal relationships based on trust and collaboration, backed by a disciplined investment philosophy and value added financial advice. Please contact me today to see how we can begin working together to build a strong and secure future for you and your family.