After graduating from Laurentian University in Sudbury, I moved to Toronto and I have been working in the investment industry since 1998. I joined the HollisWealth office in Newmarket in November 2017 and I am licensed to provide clients with mutual funds, GICs and life insurance solutions. I have achieved both the Certified Financial Planner and Chartered Financial Analyst designations enabling me to help better understand my clients’ needs and provide them with custom tailored solutions for every stage of their lives. My team and I enjoy working with young families, working professionals, retirees and business owners. My wife and I have lived in the York region for over 15 years and we have 2 children who are very active in hockey and ringette. I have been involved as a coach with various associations and on various committees. We also enjoy travelling as a family. The best part of my job is helping people achieve their financial goals, big or small.Contact me
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.
Because your needs change over time, I am committed to being there with you to propose the best coverage options based on your needs and your priorities.
Are you about to move in with your significant other?
Will your family soon have a new addition?
Do you believe in your project and know that your products or services meet the needs of the market?
Do you want to leave apartment life behind and buy a home?
Do you want to travel? Are you planning your wedding or your retirement?
It is never too early to start planning for retirement.