I am a dedicated Investment Advisor and Financial Planner with more than 30 years of experience providing complete wealth advisory services to multi-generational families with solid business sense and a relatable approach.
Based in Stoney Creek since birth, I advise clients throughout Grimsby, Beamsville, Vineland, Jordan, Niagara-on-the-Lake, and in the GHA/GTA area. Fluent in Italian, I work with clients from the Italian and Croatian communities and enjoy serving people from all the diverse cultures that call the Niagara region home.
With a strong background in investment management, private banking and financial planning – including retirement and estate planning and trust and tax strategies – I can help you to manage both your business finances and family wealth under one roof and with one trusted professional.
I know how to be a good listener, read a balance sheet, build comfortable relationships and help you manage your portfolio, financial planning, cash flow, banking, borrowing, credit card needs, and more.
