I have been a professional in the finance world since 2007, having been an advisor specifically since January 2017. I entered the industry, generally speaking, because of my passion for “all things financial” and to use that knowledge to work with individuals, families and business owners. Having the ability to guide people through to their goals, be they in the workforce or retired, is something that truly inspires me each and every day.
From the beginning of my career as an advisor, I have worked alongside my mentor who himself (as of 2022) has had 36 years in this industry. A focus on tax efficiency was part of that mentorship which remains a vital consideration when I am providing investment guidance. In turn, I “mentor” my clients so as to develop those good habits that bring success while avoiding undue risks.
Sandbank Financial Services focuses on the unique situation of each client. This includes estate planning and all matters of your personal finances to ensure that you reach your goals. We are well connected to other professionals, should client needs require more robust assistance on issues such as accounting and insurance.
Being a husband and father has been among the greatest joys of my life. As and when time permits, I can be found engaging my family in sporting events, not only as spectators but as participants too!
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Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.