- Address: 1180 Clyde Court
- Email Address: email@example.com
- Phone Number: 613.384.7511
- Office Location: Kingston
- Products Offered:
I can help you:
Investing can be complex and confusing. I will sit down with you and find out your needs, wants and future goals. Working together to build a plan that makes sense and is easy to understand.
I provide unbiased advice, that is not tied to one specific investment company, giving you the choice you need.
Insurance, Investment and Protection are complex topics, each with large amounts of information available. Send me your questions, and I will do my best to provide you with clear answers.
Award and achievements:
- Canadian Investment Funds, 2003
- Life License Qualification, 2005
- Exempt Markets Products, 2012
- Diploma in Financial Planning, 2014
Through building relationships with multiple mutual fund companies in Canada, I am not limited to one group of products, and can offer you the leaders in investing.
I understand that trust is built over time, that is why I work with integrity, understanding your current needs and future plans.