I am a Financial/Retirement Income Specialist focusing my career in providing qualified knowledge, skill and expertise for pre and post retirees and small to medium size business owners. Out of thousands of financial professionals in Canada, I am unique in that I have a combined Accounting/Financial Planning background and I utilize those finely honed skills as a former Accountant and a Certified Financial Planner to provide specialized expertise and solutions for my clients. I am committed to providing the best service and investment advice to my clients. I am continually upgrading my knowledge and skills in investment management, insurance, tax and estate planning.
I work closely with a team of accountants, tax experts and lawyers to ensure my clients have qualified contacts to refer to if necessary. By consistently putting the clients’ interest first, I have built a solid client base and expanded business through referrals from satisfied clients.
I believe that investment success is much more dependent on following a proven plan, and investing for the long term, rather than gambling on trends. We work closely with clients to develop an appropriate asset mix suitable to each client’s goals and comfort level and to generate retirement income while preserving capital.
In today’s complex world, investment, retirement, tax and estate planning decisions cannot be made in isolation from each other. It’s important to look at your overall financial picture and be guided by a trusted and professional financial advisor.
In my leisure time, I have spent many years in the sports world playing football, baseball and hockey. However, my passion has been being involved in basketball, as a player, referee, club coach and university Associate Head Coach. I am an avid golfer and a member at Glendale Golf & Country Club as well as a curling member at the same club.