What I Do for You
Immediate financial goals and long-term wealth building aspirations are deeply intertwined. I develop comprehensive investment and wealth management strategies – emphasizing the importance of tax savings and estate planning strategies – that help my clients to reach both.
Credentials & Education
In the investment industry for over a decade, I am a graduate of the University of Guelph (BComm) specializing in Management Economics and Finance. My designations include: Fellow of Canadian Securities Institute FCSI®, Certified Financial Planner CFP®, Chartered Investment Manager CIM®, and Portfolio Manager.
Married to Stephanie and with two sons Grayson and Edison, I am an avid sportsman who plays hockey, golf and slo-pitch. A member of both the Ingersoll Rotary Club and the Tillsonburg Chamber of Commerce, I am also part of the coaching team for Dorchester Minor Hockey.
firstname.lastname@example.org · (519) 640-8508