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Senior Investment Advisor
Working together to help you achieve what truly matters to you
66 Wellington Street West 36th Floor Toronto, ON M5K 1A2Map
As an Investment Advisor who holds a Certified Financial Planner designation, I take a holistic approach with my clients to create tailored financial plans. I help them understand and define their individual goals and provide a strategy to achieve them. I work closely with my clients to continuously monitor their plan as well address any lifestyle changes that may occur throughout our relationship.
I do this by utilizing my 24 plus years of experience in the financial industry and my commitment to continuous education. This commitment has earned me the Certified Financial Planner (CFP) designation conferred by Financial Planning Standards Council.
On a personal note, my wife and I have been married for 20 years and have 3 wonderful boys ages 15, 12 and 9. I enjoy playing golf any chance I get, spending time with family and summer time at the cottage.
Branch Office: (416) 307-6672
Branch Fax: (416) 307-6680
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, I have answers. Let's have a quick chat.