My “arm around the shoulder client first” perspective is unlike most industry professionals. I will personalize and simplify every message, you always have a clear understanding of your financial status. I joined the industry in 1976 soon after obtaining both C.F.P. (Certified Financial Planner) and R.F.P (Registered Financial Planner) designations. Coupled with over 40 years of industry experience, my advice is customized to you, thoughtful and personal, and as simple as you need it to be. I have been married for 45 years to my loving wife Jan. Jan and I met in Ontario and moved to Nova Scotia in 1971. Together we have two children, Justin and Chris. Jan and I are blessed with 4 grandchildren whom we adore. I can be found puttering in my wood workshop or poolside with our grandkids.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.