My style is holistic. Your finances are only one part of your life but they need to be viewed in context when looking at all aspects of your life.
I believe in educating clients.
I believe in helping clients achieve their dreams.
I believe that customer service is still in style.
For over 27 years, I worked for two of Canada’s largest retail banks and an insurance company helping clients build and manage their portfolios so they could achieve their goals. For the last 10 years I have been building my practice.
Let’s work together to guide you to a better financial future.