Skip Navigation


Education:
BA, Dip. Business Administration, Wilfrid Laurier University, Waterloo, Ontario, Canada

Specialties:
Personalized Wealth Management Solutions: Strategic Investment Planning, Retirement Planning, Estate Planning, Insurance Planning, - Tax Solutions for Owner/Managers of Canadian Controlled Private Corporations
I offer an organized and deliberate financial planning effort that steadily advances you towards your financial goals. I assume responsibility for coordinating all aspects of the process in order to relieve you from the burden of details and follow up.

My investment discipline is precise, predictable, and conservative. It subscribes to the techniques of asset allocation and portfolio diversification.

Listening to and understanding your needs and wants is the foundation of my program. I regularly schedule meetings to address changes in your circumstances, progress towards goals, and portfolio performance. You should never feel distant, next in line, or be unclear about any aspects of your financial program.