I offer clients a rare combination of three things:
Knowledge: As an Economics major, MBA, Certified Financial Planner, Registered Financial Planner, student of investing for 25 years, and also a successful investor, I have a thorough understanding of the financial and investment world.
Skill: Proven results over time.
Integrity: I run my practice in such a way that clients can look back over time, and see that they have been well-advised.
To discuss how I might be able to help you with your financial affairs, please call me directly at (416) 216-6532, or my assistant Barb McKenzie at (416) 646-3836 to book an appointment. We would be happy to hear from you.