Welcome. As an Assante advisor, my goal is to help my clients build and preserve their wealth. I specialize in providing customized wealth planning advice and developing a comprehensive strategy tailored to their unique needs and goals.

With more than 800 advisors and 300 offices, Assante is one of the largest independent networks of advisors in Canada. My relationship with Assante allows me to offer my clients a full range of wealth management services, including investment advice, retirement planning, tax planning, insurance and estate planning.

Please take a few moments to browse my website and learn more about Assante and how I can help you achieve financial independence and peace of mind with an integrated approach to managing your wealth.

I would be happy to discuss how we can work together to create a strategy that meets your needs - now and for the future. Contact me today for a confidential conversation.

We deliver integrated wealth management solutions to create wealth and prosperity for Canadian families.

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.