Originally from North Bay, Ontario, I moved to St. John’s, Newfoundland over 30 years ago. I entered the financial services sector in 1997.
Throughout my 25 plus years in the industry, I have elevated my education by achieving my Certified Financial Planning designation, along with my Chartered Life Underwriting and Certified Health Insurance Specialist designations. I am an active member of Advocis (the Financial Advisors Association of Canada) and I have successfully lobbied the government for change in our industry.
My strength is my independence. As an independent advisor, I aim to provide unbiased solutions to help families throughout Atlantic Canada and beyond. My team and I help secure their financial futures and reach their goals and dreams.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.