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BIOGRAPHY
A History of Client Service
I have worked in Canada's financial services industry since 1996, assisting clients from Kingston, Ontario and across the country. From strategic planning to innovative solutions, my focus is always on building an efficient and results-driven relationship. I’ll work with you to create a financial plan that's custom tailored to fit your needs.
PRODUCTS & SERVICES
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GICs
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Annuities
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Segregated Funds
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Mutual Funds
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Alternative Mutual Funds
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Exchange Traded Funds
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Life, Disability, Critical Illness Insurance
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Professional Wealth Planning
Get in touch to learn more about my vision and approach to investment and risk management.
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