I believe in working with you and your family to Create, Manage and Protect your Wealth. I have been in the Financial Industry since 1988.
As your Investment Advisor, I would work with you to create a customized, personalized Financial Plan that would help you achieve your Financial Goals. I address the full scope of investment, wealth and retirement needs, including wealth protection and insurance solutions, estate planning and charitable giving strategies.
I obtained a Bachelor of Commerce degree at McMaster University in 1988. I also hold my CFP, PFP and Level II Insurance license.
In today’s busy age, it is nice to be able to rely on an Advisor who can help you with all of your Financial needs. Please call me today to see how I can be of assistance to you and your family.