I provide independent financial advice to individuals, families, professionals, employees and business owners designed to create, manage, preserve and transfer wealth. The contingency or emergency plans that must address cash needs are best summarized as:
Financial Planning 101 – Do you have a plan for?
My goal is to be different than other advisors in helping you and your family or business. This is most evident by a more personal approach, and understanding your unique family security and investment planning needs. I will earn the right to your business most importantly by the trust and confidence you place in me. As a graduate of McMaster University in Hamilton, Ont. and now more than 30 years of experience with financial planning I am confident you will find my service and support delivered in a professional, informative and caring manner.
My dedication to more than 1,000 clients in the Golden Horseshoe area, and my long term experience in financial planning allows me to provide considerable expertise when helping my clients to increase their wealth, address and reduce risks and lower their taxes.
As your personal, family and business requirements constantly evolve it is important to keep them up-to –date. This will be done by maintaining regular contact, and a convenient easy to do business with approach.
To help individuals, families, professionals, employees and business owners create, manage, preserve and transfer wealth. We provide financial security for you… no matter what happens in an uncertain world.
We take pride in providing independent service, support and advise helping people to succeed. This is based upon values such as:
To be a valued and vital partner with our client’s personal financial and life goals. Differentiating ourselves through a caring and compassionate approach with our service. Ensuring the best value for our clients through a combination of product, service and cost considerations. Known throughout our community for a charitable, community spirit and support.
