Investment and Insurance Advisor, BComm, CFP

Pre and post retirement, investment, insurance, and estate planning for high net worth individuals. Conservative portfolio management techniques making extensive use of mutual funds and professional money managers.

I often produce written financial plans and use the most current financial planning software available in their preparation.

I select and replace as necessary top ranked money managers. My mutual fund commission structure assures my clients that high fees will never deter them from making a necessary change of managers.

Typically my clients are higher net worth individuals seeking highly personalized service. They are usually retired or within 20 years of retirement. I am usually their only financial advisor, and they trust me to handle all of their family's financial assets.

I live a leisurely rural lifestyle on waterfront property on one of the warmest lakes in Canada. This gives my young family and I easy access to snow and water skiing, swimming, hiking, biking, and kayaking. Despite the beautiful location, my office and its technology are as good as you will find anywhere. This is what allows me to work here as effectively as I could in Toronto or Vancouver.