For more than 25 years, I have been in the financial services profession helping individuals and families achieve their financial and lifestyle goals.
One of my primary objectives is to provide a personal and informed approach to investing and financial planning. My experience positions me in helping identify opportunities and create proven strategies for my clients, that they can use to increase their wealth and enhance their lives. To help facilitate these goals, I am mutual funds licensed and insurance licensed here in Ontario.
Behind me are the resources of Assante Wealth Management, one of Canada's largest independent, non-bank owned financial services firms. With more than 800 advisors and 300 offices, Assante is one of the largest independent networks of advisors in Canada.
Please take time to browse through my website. I am here to offer you the best service and advice that I can and hope that you contact me to set up a meeting. If you already have a financial planner, I can offer you a second opinion to confirm things are on track. If not, let me help you identify some opportunities that might enhance the quality of your life.
Insurance products are provided through Assante Estate & Insurance Services Inc.