Investment Advisor, PFP

"I work to provide my clients with investment strategies that will build on their wealth throughout their lifetime."

I offer a full suite of investment services for: individuals, families and business owners. Some of the many investment strategies that I work with include:

• Income Portfolios, Retirement Planning, Investment Planning, Estate Planning and Severance Planning.
• Tax Shelters, RRSPs, RESPs, Stock Options and IPOs
• Government and Corporate Bonds, and Mutual Funds

I take a disciplined approach to portfolio building for my clients using investment and tax-planning strategies to build upon their wealth.

I believe in establishing long-term relationships and I pride myself on holding uncompromising values of extreme quality and outstanding service. Through communication and relationship building I work to provide my clients with a disciplined portfolio that will meet their financial objectives. In addition to the consistent communication I provide to my clients, I also feel it is important to have regular portfolio reviews and contact to ensure that the best possible investments are being met to your financial goals.

With a Bachelor of Science (honours) and a minor in business from the University of Guelph, along with my PFP and in combination with my past work experience, I feel that I have a background full of experiences to understand my clients' needs.

Through my experience I strive to assist individuals throughout the various stages in their life. I work with individuals and many business owners to develop an investment strategy that builds on their wealth and creates a trusting and loyal long-term relationship.