It's your money... and your peace of mind. I understand that.

You've worked hard for your money, so controlling your risks and minimizing taxes is important. I understand that too. I know that your financial objectives are very personal, so I will help you make the most of your investments to achieve your goals and secure the future you dream of.

I take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about your financial situation, the more likely you are to reach your financial goals, and I am here to help you do that. I embrace investor education because it enables me to build strong relationships with my clients.

The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. I know I must do right by my clients the first time, and I strive to make rock-solid recommendations – ones that meet both their needs and risk tolerance. I'll do the same for you.

And I will work hard to earn your trust. I carefully consider your needs, goals and dreams in order to implement a well-constructed financial strategy, so that you can have peace of mind about your hard-earned money and financial future.

Please click here to contact me for assistance with any financial questions.

Dealer

Mutual Funds Provided Through FundEX Investments Inc.

Retirement

latest news

Mon, 11/11/2019 - 05:00
This seems to be an increasingly topsy-turvy world with wacky politics and trade wars between the US and just about everyone else. And in Canada we have all just witnessed another hard-fought federal election that ended with a minority government. The question is how to navigate such tricky... Read more
Mon, 11/11/2019 - 04:30
The age old saying, 'Ignorance is bliss', may apply to many things in life. However, when it comes to your finances, ignorance can be absolutely devastating. Even the government is calling the startling low rate of financial literacy among Canadians an epidemic that can have catastrophic... Read more
Mon, 11/11/2019 - 04:00
Phillip and Betty want their estate settled as smoothly and cost effectively as possible when the time comes. They have taken a number of steps to make sure this happens. Phillip and Betty review their wills on a regular basis and make changes as necessary. They have discussed their wishes with... Read more