I have been serving the communities of St. Catharines and Niagara region as a trusted wealth-building professional for over fifteen years. I attribute the success I have experienced to my client-oriented approach to developing the "complete" solution. This approach enables me to work as a partner with my clients to develop investment strategies and related wealth management solutions that reflect the complete financial sensibilities and values of each client.
When entering into a partnership with myself and my team, all of our clients immediately experience the benefits of working with a Chartered Accountant (CA). As a CA, I possess the specialized knowledge capacities necessary to maximize the wealth of each client not only through developing responsible investment strategies, but through helping each client carefully navigate the labyrinth of taxation. In effect, I am a resource that can help my clients to both build and retain their wealth.
I obtained my Bachelor of Accounting degree with Honours from Brock University. I then continued my educational and professional development through working towards and receiving the prestigious designation of Chartered Accountant (CA). In 2012, I was recognized as one of Niagara's Top Forty Under 40 Business Achievement Award winners. To best serve my clients, I have also successfully completed the following financial services industry courses: Canadian Securities Course, Conduct and Practices Handbook, Professional Financial Planner, Branch Managers Course, and Life License Qualification Program.
Our team strives to provide the highest level of service to our clients and pride ourselves on the relationships we have created. Contact us at 905-680-3075 or toll free at 1-866-451-9292 to be introduced to our relaxed, flexible approach and environment.