My early interests led me to become a professional engineer in the 70s. After positions with Manitoba Agriculture, the BC Ministry of Agriculture and other firms, I entered the financial services industry in 1992. Over the years, there have been dramatic changes in the financial services industry. I continue to dedicate significant time each year to professional development to stay ahead of the curve and to deliver financial advice that is best suited for clients and their families. Transparency with investments and insurance costs is a priority throughout the planning process and wherever possible, products are offered without front, low or back-end sales charges. F class and tiered pricing are preferred. Today, I enjoy trusted relationships with hard-working families and individuals. Why not consider a discussion around how a best practices approach can benefit you and your family as well?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.