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.
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 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”
I enjoy helping people plan their financial well being. Typically I meet with new clients, explain to them various types of investment incomes, discuss their short, medium, and long-term goals and objectives, opportunities, financial as well as emotional risk tolerance, and together develop an investment action plan.
For the past 15 years I have been specializing in developing long-term income-planning, risk-management, and investment-portfolio solutions for clients whom of which include: small and large businesses, entrepreneurs, young professionals, those approaching or current in retirement.
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.