I have over 20 years of experience in the financial services industry. Located in the Nipissing/North Bay area, I have been providing strategic advice that addresses the various aspects of financial well-being.
Holder of the Certified Financial Planner professional designation, my background is further enhanced by the following courses: Professional Financial Planning, Canadian Securities, Conduct and Practices Handbook, as well as the Wealth Management Essentials. I am also licensed as a Life, Accident and Sickness Insurance agent.
Married and a father of three children, I am active, disciplined and involved in his community.
Highly qualified and experienced, I am dedicated to providing personalized and holistic comprehensive services while helping his clients navigate the complexities of the financial world with peace of mind.