Discovery

 

You have goals and dreams and together we will identify these and chart a course to move you towards achieving these.

 

Quantify

 

With a careful eye on risk tolerance, age, time until the goal must be reached, and your ability to commit funds to your future goals, we will find the balance that makes you most comfortable

 

Implementation

 

Using our broad base of best in class investment and insurance products we will start down the road to making your goals a reality

 

Monitor

 

Your life is dynamic, so is your plan. Careful monitoring and adapting of your plan as we go helps ensure that you stay on target. 

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My Role…

 

As a Senior Financial Planner, my role is to simplify your life by guiding you through the complex decisions that affect your financial and personal well being.

 

After identifying your financial and life goals, I will develop a comprehensive and unique financial plan designed to give you both the financial security you need for tomorrow and the peace of mind that you need today.

 

In today’s complex and ever changing world having a full-time, professional financial planner working for you may be the best investment of all.

 

My Credentials...

 

Since 1994, I have helped hundreds of families clarify and quantify their financial goals. This experience and my supporting education enables me to offer the finest financial planning advice and service to my growing clientele.

 

• Bachelor of Applied Arts – Ryerson Polytechnical Institute 1987

• Canadian Investment Funds Course – 1993

• Canadian Securities Course – 1994

• Professional Financial Planning Course – 1997

• Certified Financial Planner (Designation) – 1999

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