Investment Advisor, Vice-Presidentmore
Toll Free: +1 (800) 668-3800
Fax: (905) 762-2301
Expertise that's one to one
How I Can Help You Achieve Your Financial Goals
Managing risk is one of life's biggest challenges. At times, awareness of risk can help us steer clear of trouble. In other situations, avoidance of all risk can keep us from taking the actions that will help us reach our goals. To help with this dilemma, I specialize in using "Principal Protected Investing" strategies, which seek to give long-term appreciation of your assets while protecting you original amount of principal invested.
I can provide a wide range of financial services. Ask me about Asset Advantage Account (AAA) - an investment service that fully integrates all your investment, banking and borrowing transactions in one easy-to-access account. Trade securities, write cheques, pay bills, borrow on margin, make Interac purchases, deposit payroll - all with a single account.
INSURANCE & ESTATE PLANNING
Estate planning is an extension of general financial planning. I will help you in putting together an Estate Plan that works for you. I have a licensed professional on my team who will take the time to help you plan and prepare your estate to ensure that all is taken care of for you and your family. Contact me, if you would like to set up a plan or refresh your current one.
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