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The key to successful wealth management is planning. Yet, planning your financial security can be difficult. Regardless of your stage in life it's important to take steps today to ensure your financial security for the future. The wealth management process reviews your financial circumstances, develops appropriate financial & estate planning strategies and responds to changes in your life, as well as changes in the world around you.
As your Investment Advisor, I am dedicated to the enhancement and preservation of your financial assets. The wealth management process begins by collaborating with you. Through the decisions we make together, a tailor made strategy for your personal & family wealth management evolves reflecting your individual investment objectives and aspirations.
My academic background includes an undergraduate degree in Economics and a MBA from the Ivey Business School at the University of Western Ontario, augmented by a variety of industry courses covering equities, fixed income, options trading & insurance/ estate planning. I have over 30 years experience in the financial services industry, and have been with CIBC Wood Gundy since 1998.
By concentrating on your financial and investment needs I can help you to develop strategies to manage your finances and plan for a future of financial security.