For more than 30 years, I have been helping individuals and families achieve their financial and life goals. I am committed to excellence in client care, with a conservative approach to investing and a focus on Retirement and Estate Planning. Working with a team of specialists, I deliver high-quality advice and Integrated Wealth Management solutions that simplify and enhance the lives of my clients.
I am proud to represent Assante Capital Management Ltd. and bring to my client relationships many years of experience with one of Canada’s leading chartered banks, as well as other financial services companies. I am a CERTIFIED FINANCIAL PLANNER professional, recognized internationally as the top professional accreditation, and have also completed many other industry courses.
As part of Assante’s Complete approach I will work with your current accountant, lawyer, insurance provider etc to build your plan or they can leverage the exceptional investment management team and wealth planning group available through our sister company, CI Investments Inc., and Assante Private Client, a division of CI Private Counsel LP. for support.
Due to the complexity of the Estate and Retirement Planning process, I am currently working with new clients that meet the minimum investible assets level of $300,000 and above. We do have other team members who may be able to assist you if you do not meet this minimum so please feel free to reach out.