Welcome and thank you for visiting my website!

As an Assante advisor I offer:

Integrated and comprehensive financial planning Investment and wealth management Tax and estate services Insurance Retirement planning services Divorce financial planning

My role is to assist you in making key financial decisions which enhance your financial future. Financial decisions we make affect our families, our health and our ability to follow our passions. All too often we avoid making hard decisions about money which results in procrastination and worry. Financial knowledge empowers us to live the life we aspire to.

After meeting with you for the first time, identifying what is important to you and discussing your current objectives, we begin developing a plan for your financial future. Produced in consultation with our team of professionals, we develop a strategy which will lay the foundation to ensure that no matter what happens to the economy, the stock market, or the world, you will feel comfortable and confident in being able to secure your financial future.

When the process is complete, you will have clear goals and objectives. You will know how much money you need for retirement. You will have a disciplined investment strategy, and will have minimized your income tax. You will have an up-to-date estate plan. You will be saving money to finance your goals, whatever they may be. Most importantly, you will be taking control of your financial future, and realizing your dreams.

Please contact me at your convenience to find out how we can work together to help you achieve your goals for the reasons that are important to you.

I have been in the financial services industry since 1983. I have an Honours Bachelor of Arts from the University of Western Ontario. With the Certified Financial Planner (CFP) and the Financial Divorce Specialist (FDS) designations I am in a unique position to help you with the financial aspects of divorce. Building on my certifications I have had additional training in the areas of Collaborative Divorce and Mediation through the Continuing Legal Education Society of British Columbia.

For over twenty five years, I have been helping individuals going through major life transitions reach their financial and life goals. Drawing on my financial planning and divorce planning experience I am able to educate and encourage my clients to be involved in the financial decisions that affect them and their loved ones. I am a fully licensed investment and insurance advisor with expertise in all aspects of investment management, estate planning, tax planning, insurance and retirement planning.

"My clients tell me that I help them see the big picture and am able explain concepts in easy to understand terms."

Founded in 1995, Assante Wealth Management is a leading provider of integrated wealth management solutions, designed to meet the needs and goals of individuals, families and businesses across Canada.

Our advisors and their clients are at the centre of our business and are supported by the exceptional investment management team and wealth planning group available through our sister-company, CI Investment Inc. and United Financial, a division of CI Private Counsel LP.

Be well-advised is our promise to you.