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I have been working in the financial services industry since 1996, with a focus on fostering strong client relationships and helping customers achieve their financial goals.
I hold a Bachelor of Arts degree in Economics Laurentian University. I also hold a Certified Financial Planner designation awarded by FP Canada, as well as the Fellow of CSI (FCSI) and Financial Management Advisor (FMA) designations awarded by the CSI.
I look forward to working with you every step of the way to achieve your financial goals.
Toll Free: 1(833) 735-1885
Branch Office: (705) 726-3353
Branch Fax: (705) 726-3474
The Value of Advice
We know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you make your vision a reality.
You've worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we'll create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.
Life is filled with uncertainty and that's why we're committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we've got the expertise to create a comprehensive plan that's right for you.
You are the architect of your legacy and we can help you with the blueprint. We'll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of your wealth.