I am dedicated to providing comprehensive and integrated wealth planning solutions that incorporate the key wealth management issues of my clients. As a private non-proprietary advisor, I am uniquely positioned to provide my clients with expert, unbiased advice on an independent and ongoing basis.
My mission is to facilitate a single access resource point for my clients by providing them with objective advice they need to achieve their financial goals.
I also believe that achieving financial goals requires long-term planning and prudent combination of appropriate and timely wealth management strategies with a personal advisory relationship that together stands the test of time.
I am committed to continuously build my expertise in order to provide clients with the most sophisticated tools & research that the industry offers. In keeping with this commitment, I have earned the following professional and academic designations:
Bachelor of Commerce Degree; Financial Management Advisor (FMA); Chartered Investment Manager (CIM®) and The Fellow of CSI (FCSI®) the highest honour and most senior credential in Canadian financial services. It is reserved exclusively for financial professionals who have demonstrated the highest standards for advanced education, unparalleled ethics, leadership, integrity, commitment and dedication to their clients and industry.