BA, FMA, FCSI, CIWMmore
Toll Free: +1 (800) 367-5849
I help established investors secure a comfortable retirement and ensure they leave money to their most important people and causes - and less to the taxman.
The wealth management process begins by collaborating with you to develop a strategy that reflects your unique objectives and aspirations. Professional investment management is carefully tailored to reduce risk and help you build wealth in a tax-efficient manner.
I would also like to thank my clients who voted the CIBC Wood Gundy Pickering branch the Number One Investment Dealer in Durham region.