Welcome
Education:
Bachelor of Business Administration (Finance), St. Francis Xavier University, Antigonish, NS
Bachelor of Arts (Economics), St. Francis Xavier University, Antigonish, NS
Languages Spoken:
English
Specialties:
Financial Planning, Estate Planning, Registered Retirement Savings Plans, Registered Retirement Income Funds, Asset Allocation driven fee-based solutions, Managed Accounts, Fixed-Income portfolios, Stocks, Bonds and Mutual Funds.
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"PEOPLE DON'T PLAN TO FAIL, THEY FAIL TO PLAN"
The key to successful wealth management is planning. Yet, planning your financial security can be difficult. Regardless of your stage in life it's important that you take steps today to ensure your personal financial independence in the future. The wealth management process reviews your financial circumstances, develops appropriate financial and estate planning strategies and responds to changes in your life, as well as changes in the world around you.
As a Wealth Advisor, I am dedicated to the enhancement and preservation of individual investor assets. My wealth management process begins by collaborating with you. Through the decisions we make together, a wealth management strategy evolves to take on a distinctly individual shape, reflecting your investment objectives and aspirations.
With almost two decades of experience in the financial services industry, I draw on my training and experience to help you develop appropriate strategies, which may include retirement, tax and estate planning recommendations. By concentrating on your financial and investment needs, I can help you develop innovative strategies to manage your finances.