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, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.

Retirement

latest news

Mon, 01/10/2022 - 05:00
Time is one of those daily realities that we usually take for granted. But when it comes to building wealth and managing investments, it is tremendously important. How you view, manage, and interact with "time" could deeply impact your financial success more than any other variable that you... Read more
Mon, 01/10/2022 - 04:30
"At this point last January, I was determined to change my relationship with money forever," says Daniel. This is a New Year's resolution he shared with 69% of Canadians last year1. However, unlike most others, Daniel has been able to stick with his promise to get control of his financial life. "I... Read more
Mon, 01/10/2022 - 04:00
If you're in your 50s, and thinking about your financial future makes you anxious, you're not alone. 70% of Canadians are worried they won't have enough money to retire1. While you can't go back in time to save more or spend less, it's not too late to get started. Even if you've been saving... Read more

Happy Clients

Please review our testimonials from our satisfied clients!

  • P.S. 1984 Wow!! Time flies......Thank God I entrusted my investments with you...I'm thrilled at how steady and well things have gone in 35 years!!

  • Thank you for your season’s greetings and annual assessment of the state of affairs. I wish you a wonderful holiday season too and that 2020 will start a decade of good health and happiness for you and your family. May it be a decade of a shift towards goodwill and not just monetary profit that defines success. I agree technology will continue to play a significant role, may it be for the common good. I appreciate your continued good service, always there to take my call and consider my comments. I know I’m a tiny player but you’ve never treated me with anything but respect and consideration. Thank you.

  • Keith Wong has advised me in choosing my insurance and investment needs since 1980. I have learned to trust his advice in these matters and in spite of the recent fluctuations in the financial world, I have done well. I have not become extremely wealthy but I have not lost either. My investments have consistently shown a gain at the bottom line, where it counts. I do recommend him as a trustworthy advisory.

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