Wealth Advisor, Portfolio Manager
Always striving to provide my clients with the best service and advice, I have earned my Portfolio Manager certification as a" Chartered Investment Manager" (CIM) and have also obtained my certification as a Certified Financial Planner (CFP).
I am an avid reader and constantly on the lookout for trends and investment opportunities. I'm always available to discuss investment strategies with clients in order to ensure that their portfolios meet their investment objectives. With more than 30 years of experience as an Investment Advisor, I have what it takes to improve the financial lives of my clients by helping them reach their investment goals peacefully.
Born and raised in Cornwall, it is an honour to be a partner with my clients and the local community whether it is through my involvement with the St. Lawrence College Foundation or as a guest speaker with numerous other local organizations. When I am not in the office I am an avid golfer and enjoy cooking and entertaining.