When I got my first job, my Father told me to buy RRSP’s. That was a good start. I later became the Treasurer of the Kingston Police Association and ran that successfully for several terms by revamping the way they did business, changing their investment style and incorporating the association.
I met with Ossie Fisher and he gave me an opportunity to work for Professional Investments in 2010. Since then, I’ve applied my honest and logical approach to investing with my clients. I only offer investments that I personally own or have researched for my clients.
It’s important to understand the economics of the day, to know your product while incorporating the managers style into an investment plan for success.
On my off hours I like to be outside, gardening and tending to fruit trees and grape vines. One day I hope to make wine. I enjoy boating on the 1000 Islands with friends and family. Did you say skiing? Yes, lets hit the slopes or cross country. Fresh air keeps you young. BBQing, fine wine and good conversations to end an evening.
Honest financial advice. In home meetings, I’ll come to you.
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 am available with a phone call, text or email to assist you with financial life choices and changes.