SENIOR FINANCIAL PLANNING ADVISOR
For more than 25 years, I have been in the financial services profession helping individuals and families achieve their financial and lifestyle goals.
One of my primary objectives is to provide a personal and informed approach to investing and financial planning. My experience positions me in helping identify opportunities and create proven strategies for my clients, that they can use to increase their wealth and enhance their lives. To help facilitate these goals, I am mutual funds licensed and insurance licensed here in Ontario.
Behind me are the resources of Assante Wealth Management, one of Canada's largest independent, non-bank owned financial services firms. With more than 800 advisors and 300 offices, Assante is one of the largest independent networks of advisors in Canada.
Please take time to browse through my website. I am here to offer you the best service and advice that I can and hope that you contact me to set up a meeting. If you already have a financial planner, I can offer you a second opinion to confirm things are on track. If not, let me help you identify some opportunities that might enhance the quality of your life.
Fixed Income Commentary
Mar 29, 2023
How have global economies fared in their battle to reign in inflation? Let’s examine contrasting fiscal policies and the state of global credit....Read more
Help your child purchase a home with an FHSA
Mar 15, 2023
What do you get when you combine some of the best features of a Registered Retirement Savings Plan (RRSP) and a Tax-Free Savings Account (TFSA)? Read about the new First Home Savings Account (FHSA)....Read more
Investing during a market recovery
Mar 15, 2023
Is it reasonable to sit on the sidelines if a recovery is choppy? Is it acceptable to invest more if it’s smooth? Find out what you can do and shouldn’t do when the market is rebounding....Read more
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