Bachelor of Business Administration (Finance), St. Francis Xavier University, Antigonish, NS
Bachelor of Arts (Economics), St. Francis Xavier University, Antigonish, NS
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.
"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.