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B C F H L M R S T W Y
CFP, CLU, TEP, CDFA, RRC
Kingston

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.

Mutual Fund Representative and CPCA
Ottawa

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