MBA, CIM, FCSImore
Toll Free: (800) 265-4954
Fax: (519) 822-3061
Expertise that's one to one
The key to successful wealth creation and management is planning, yet planning your financial security can be difficult. Regardless of your current stage in life, it is important that you take steps now to ensure your personal financial independence today and in the future. Through the wealth management process, I review your present financial circumstances and aspirations for the future. With this information, an appropriately tailored financial and estate planning strategy is developed, one that will be regularly updated to reflect both your and the world's ever-changing circumstances.
As an Investment Advisor, I am dedicated to the development and preservation of your financial assets. The wealth management process begins with you and me in a series of meetings and conversations where we will develop a formal financial blueprint. Through the decisions we make together, your wealth management blueprint evolves to take on a distinctly individual shape, reflecting your and your family's unique investment objectives and aspirations. Once agreed upon, we implement the strategy, and a partnership is formed. It is my responsibility to guide and coach you through the ever-changing economic and financial landscape. It is your responsibility to provide feedback and to implement those strategies you feel most appropriately meet your wants and needs as we progress toward your goals.
With over 18 years experience in the financial services industry and six years of formal economic and financial education, I draw on the resources of CIBC Wood Gundy, my training, my team, my network and experience to develop and implement the appropriate strategies to help you and your family achieve financial success.