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.
Monetizing the Tech Revolution
Nov 21, 2023
Want to stay ahead of the curve? Don’t stand on the sidelines of #innovation—get involved and find out how savvy investors are monetizing advancements in #technology. Discover insights and strategies to help turn change to your advantage....Read more
Pressure Continues to Build
Oct 26, 2023
As we wait for the inflation bubble to pop, market dynamics are shifting to lower-risk assets. Discover why alternatives are gaining ground as equities lose their luster....Read more
Have you planned for digital assets
Oct 02, 2023
Imagine your executor needing to access your bank account without your password. That’s just one reason it’s critical to include digital property in your estate plan....Read more
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