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 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.
The idea of having quality managed portfolio investments for the average consumer so inspired me that I have devoted my working career to this ideal.
I began my career at 19 years of age in April of 2010; interestingly, the same month my Grandfather celebrated 50 years in the business!
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 can help you with any financial issue you may have in your life – monthly budgeting, education and retirement saving, insurance and tax planning, and most anything in between.
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
“Experience proves that Balance, Diversification, Time and Good management are the recipe for successful investing”
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.