Practical Financial Advice You Can Count on
I have been serving the communities in and around the Golden Horseshoe and Niagara region as a trusted wealth-building professional for over fifteen years. I attribute the success I have experienced to my client-oriented approach to developing the “complete” solution. This approach enables me to work as a partner with my clients to develop investment/insurance and related wealth management solutions that reflect the complete financial sensibilities and values of each client.
When entering into a partnership with myself and my team, all of our clients immediately experience the benefits of working with a Wealth Advisor, we are known as the planning and protection office of the golden horseshoe. We possess specialized knowledge capacities necessary to maximize the wealth of each client not only through developing responsible investment strategies, but through helping each client carefully navigate the labyrinth of taxation and estate situations. In effect, I am a resource that can help my clients to both build and retain their wealth.
I attended Brock University. I then continued my educational and professional development through working towards the prestigious designation of CFP Certified Financial Planner currently. In 2007, I was recognized as one of Niagara’s Top Forty under 40 Business Achievement Award winners. To best serve my clients, I have also successfully completed the following financial services industry courses: Canadian Securities Course, Technical Analysis Course, Conduct and Practices Handbook, Wealth Accumulation and Estate Planning Courses, and Life License Qualification Program.