About the advisor

I am dedicated to providing investment management and strategic wealth planning to residents of southwestern Ontario. As a financial advisor, my primary focus is to provide unbiased opinions that are designed to achieve long term financial planning and results.

I do this with the highest levels of trust, integrity and respect while always collaborating with my clients and their legal and accounting advisors, building life-long relationships.

I am proud of the fact that some of my client families now extend to the 4th. generation - I have been helping to solve problems and earning the trust of these folks for more than 30 years.

I am a family-oriented person who enjoys meeting with clients both at my office and at their homes.  Tax services are provided on a mobile basis to facilitate proper preparation by not making my clients drag tons of paper around just to file their tax returns.

 

 

 

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