Advisor Since 1984
I’ll look at your whole financial picture and plan a tailored investment plan along with an insurance solution for your particular situation in life.
With 25 years in the business, I advise my clients with the best educated advice on how to manage their hard-earned money.
I started my career in the fall of 1983. During those years I worked with my clients to help them achieve their personal financial goals.
I began my career in the spring of 2019. I use my knowledge gained from my university degree in finance and economics along with generational information passed down from my grandfather who started the company and my father who currently manages it.
I would like to invite you on a journey that has been effective in helping so many others. We will explore your goals and challenges, clarify what is and is not working, and develop a plan so that we can plant the seeds to your future.
I grew up in rural Ontario and have always loved the outdoors. I have been around farms and worked on them most of my early life and some of it I even enjoyed. I think what I have learned most from that experience is that you always find a way to get the job done.
From purchasing your first home to planning your retirement, it helps to have a roadmap in place to get you where your want to be.
I have been a Mutual Fund Representative since July 1987, prior to that I was in the administrative field in the military for 21 years. I started my new career with Tax Advantages and when they closed their office in Ottawa I moved to Professional Investments. In the early years I did many reti
Serving Ottawa, Orleans & Eastern Ontario regions since 2004.
Let 25 years experience in all aspects of financial planning benefit you. Independent access to products and services from most investment fund, insurance and trust companies is in your best interest. It’s your call .
As the compliance officer my role is to ensure that our company complies with our outside regulatory and internal policies and bylaws.
Having been an advisor since 1986 I have had the great pleasure of guiding many families through the financial changes that occur over a life time.
I focus on helping clients identify financial goals that truly matter. With twenty years of experience in Retirement Planning, Goal-Based Investing, Estate Planning, Mutual Funds and Wealth Management.