BA, Dip. Business Administration, Wilfrid Laurier University, Waterloo, Ontario, Canada
Personalized Wealth Management Solutions: Strategic Investment Planning, Retirement Planning, Estate Planning, Insurance Planning, - Tax Solutions for Owner/Managers of Canadian Controlled Private Corporations
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.