Helping You Achieve ... Results

If you are not already a client you have likely arrived at this website looking for good financial advice. 

Banks and other financial institutions can’t keep the best people in the job for long. Their best people get promoted and once again you are left with someone who is learning on the job at your expense.

The best financial advice comes from someone with extensive financial experience who has built a career and a business as a financial advisor.

I have extensive experience to share with you from many years in the financial services industry at both TD Bank for 12 years and Assante Capital Management Ltd. for over 25 years as:

• Assistant Manager at TD branches in St. Catharines, Burlington, Hamilton and Wingham.

• Lead Instructor of BankLab, a fast-track TD Management Training Program, Toronto

• Special Projects Coordinator in Employee Relations at TD Corporate Human Resources, Toronto 

• TD Commercial Lending Officer, Toronto

• Senior Financial Advisor at Assante in Burlington, serving Halton, Hamilton and area.

Find out more by visiting the links above to learn how you benefit by being a client without it costing you any more than dealing with your current financial institution.

The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way.