- About us
- About You
- What we do
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As a Certified Financial Planner®, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.
I offer over 30 years experience in the financial services industry.
In 1983 I graduated from the University of Waterloo with a B.Math. I began my career in 1985 and within 3 years I earned the Chartered Financial Planner designation. In 1992, I received the Certified Financial Planner® designation.
As the financial world is constantly changing with new risks and new opportunities, I place a high priority on education. I am continually upgrading my knowledge through industry conferences, seminars and courses. Recently I passed the CSA (Certified Seniors Advisor) course. I am also licensed as a Level II Life agent.
I provide a broad range of financial services to individuals seeking to maximize their investment opportunities while controlling their risk and minimizing their taxes. I evaluate your current circumstances and identify your goals and objectives. I believe that clients must be given the tools and time to make the important decisions about their financial future.
In order to ensure the highest quality service for each client, I am, at this time, only accepting new clients on a referral basis.