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.
The Case for Equities
Sep 29, 2021
Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....Read more
Borrowing to invest
Sep 09, 2021
Borrowing to invest sounds tempting – you just need investment returns that exceed your loan interest. See why it can be a sound strategy for some investors and too risky for others....Read more
Lesser-known ways to profit and save
Sep 09, 2021
Everything’s more intriguing when it’s little known and under the radar. Especially when the subject is strategies to save you money and put more in your pocket....Read more
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