I am a Certified Financial Planner (CFP) that started in the business in 1995 as an independent self-employed advisor. I have served on several boards and have been quoted in various publications over the years. I have had the pleasure of working with individuals from many backgrounds and financial resources. We specialize in wealth accumulation, protection, and transfer combined with tax reduction strategies. I live in Ennismore, Ontario with my wife Christa and our two children Victoria and Tommy. You will be assured of unbiased, professional advice when dealing with me. Our focus has always been our client’s needs. We are here to help you make informed financial decisions.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.