Toll Free: (800) 661-0243
Fax: (905) 576-2919
By providing exclusive wealth management services, I help a select group of clients have greater peace of mind and comfort about their money!
Life is more than just about money. Maybe the reason you invest is to provide yourself the opportunity for an active, worry-free retirement or to ensure a secure financial future for your children and grandchildren. Perhaps you want to leave a legacy to an organization you care about. Whatever the reason, my goal is to help you achieve those things that are important to you and your family.
However, maybe you don't have the time and resources available to manage your financial affairs on your own. Recognizing the value of receiving professional, personalized investment advice is the first step in ensuring your financial future. Having someone like myself manage your investments will enable you to focus on what's most important in your life.
Understanding the needs and goals of each individual client is of utmost importance to me and forms the basis of my investment management business. By maintaining restrictions on the size of my client base, I and my assistant Tara, can fully get to know and appreciate each and every client, and ensure that you will never become "just a number."
In today's marketplace, there are hundreds, if not thousands, of investment ideas and philosophies. My goal is to simplify these alternatives and provide my clients with a clear, comprehensive investment plan... in writing! My ongoing commitment to each individual's portfolio, results in a relationship that will ensure long-term investment performance.
By taking the time and energy to fully understand your current portfolio and investment objectives, I can customize an investment portfolio to help guide you to those goals for the future.
Whether you choose to be actively involved in your investment activities, or simply be kept informed on a regular basis, I can deliver the depth of support you require!
I graduated from the University of Waterloo with a bachelor of environmental studies degree in 1977. After working in and running a family-owned business for 13 years, I entered the investment industry in 1990.
I have completed the necessary training and exams, and hold my Level II insurance license.
A lifelong resident of Oshawa, I am married with four children. I have participated in fundraising for several charitable organizations and I look forward to continuing my involvement in community service over the coming years.