I have been providing independent financial advice with Professional Investments in Kingston, Ontario since 1992. I believe a financial plan is essential to assist clients achieve their goals. Long term relationships are based on trust, integrity and ongoing client contact to ensure goals are achieved. I network with Professional Tax and Legal Advisors to ensure proper guidance and advise is given to clients. Through ongoing seminars, conferences and visiting the money managers that invest the money, I am kept updated as personal finance and investing become increasingly more complex.
Client service is top priority. Keeping in touch with clients enables me to keep client’s information current and their financial plan in line with their objectives. Reacting to daily fluctuations in the market can be detrimental to achieving financial goals. I encourage my clients to stay committed and provide guidance to become financially secure. By starting young and saving regularly financial goals are possible to achieve. My dedication to the investment profession and commitment to customer service is rewarded by Professional Investments through top achievement awards which I am honoured to have been recipient.
“Wealth Creation is a process not an event!”
Prepare for Retirement - Retirement plans are different for everyone. Define it and with a plan you can reach your goals.
Living in Retirement - Maintain your lifestyle in retirement if that is your goal.
Preparing for the Unexpected - Become financially prepared for the unexpected. Life insurance, Disability Insurance, Critical Illness Insurance and Long Term Care need to be considered for continued financial stability.
Paying for Education - Prepare for education costs through setting up Registered Education Savings Plans.
Planning Your Estate or Inheritance - Ensure your estate is settled and assets are distributed according to your wishes. Preparing wills are not our area of expertise however we do promote the importance of ensuring you have planned for your estate.
Awards and Achievements
- TEP-Trust and Estate Planner 2000
- CFP-Certified financial Planner 1999
- CLU-Chartered Life Underwriter 2001
- Canadian Securities Course 2001
- CDFA-Certified Divorce Financial Analysis-2002
- Member of Advocis
- Member of the Estate Planning Council of Eastern Ontario