I have been in the business since 1999 and enjoy helping people getting organized; once you are organized, you will have more confidence and control over your plans for the future.
The most important value is that I am 100% independent, so I can recommend any fund company which is available to meet your needs. Whatever is going to be best for you is what I will use.
My goal is to make sure that you are comfortable with your finances. I truly believe that taking care of the basics is most of the battle. Everyone should have a customized and unique plan, but nothing too complicated. We will work within your budget to hopefully meet your goals and dreams.
My wife Cara (who is also the office manager) and I have two very busy kids involved in dance and hockey, so we are part-time chauffeurs, stagehands, trainers, coaches or whatever else is needed as volunteers.
Please call or email if I can be of help to 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.