I have worked in the financial services industry since 1973. I began my career as an employee of a major bank where I held a number of positions including teller, customer service representative, senior personal banking officer and assistant manager operations. In 1997, I expanded my experience to pursue financial planning and received my Certified Financial Planner designation on August 1, 1999. I use a systematic process to help individuals determine their personal and financial goals. I help them set priorities and then devise strategies and solutions to help them achieve those goals. I provide written recommendations, follow-ups and reviews on a regular basis. Educating my clients on financial matters is extremely important to me. I use clear, easy to understand language to ensure my clients are comfortable with the process, the solution and the products. I will take the time to understand who you are and what matters most. And, above all else, I will be invested in you.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.
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.