I take my responsibilities to all my clients seriously. And always place their interests first. To this end we meet regularly to review financial strategies and evaluate our progress. My 33 years in the financial Services have taught me the importance of sound financial planning in achieving specific goals. It is my belief that goals must be written and monitored regularly in order to be achieved. My responsibility is to guide clients in developing and implementing a sound financial plan. To do this I will make sure that I understand your financial situation, your goals, risk tolerance, tax status and any personal matters affecting your financial plan. Together, we will develop a plan and investment strategy designed to achieve your financial goals. Then, we will implement your plan. Educational Background
Over 25 years in the financial services industry. Twenty-one years with a major Canadian Bank, holding numerous positions including;
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.