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 anything in between.
Making informed investment choices and staying with your investment strategy is very important to achieving your long-term goals - when you work with an advisor you trust, it’s easier to know which steps to take and when to take them.
During the financial crisis many investors fled the stock market. A good financial advisor will keep you invested and on track with your goals. Down markets are buying opportunities that can actually get you to your goals faster.
My CFP designation ensures I know the fundamentals involved in building a comprehensive financial plan for my clients, and ensures I am able to do this within high ethical standards. I have been an advisor with Professional Investments since 1996.
I am a proud father of three. In my spare time I enjoy going on a long bike ride or playing a round of golf. I am on the financial council for St. Georges Parish. I am also a member of the Board of Directors for Tompkins Housing Co-op. I am fluent in both English and French.
- Tax planning
- Insurance planning
- Education and retirement saving
- Monthly budgeting