As an Assante financial advisor, my specialty is retirement and estate planning for pre-retirees and fully retired couples and individuals. I have offices in Collingwood and Guelph to better serve my clients over a large area, including vacation and retirement locations.  I also service a large clientele in the Owen Sound area.

Wealth management can be complex and time-consuming.  I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning.  Supported by a team of professionals including lawyers, tax accountants and financial analysts, I can help you make the right decisions about your wealth, and help you build the future you desire.

As your financial advisor / financial planner I will help you identify and achieve your goals and objectives. We will examine your investment objectives and goals, liquidity needs, growth expectations, tolerances for risk, current income requirement, investment time horizon, anticipated changes in lifestyle, tax considerations, including access to Corporate Class and T-Class mutual funds, and a variety of other important concerns to determine a customized investment strategy for you. Your customized strategy will be in the form of a written Investment Policy Statement (IPS), which will form the cornerstone of our working relationship.

Contact us today to make and appointment.