About me
I’ll help you build a personalized financial security plan. Financial security planning is about more than just retirement planning – it’s about building a financial strategy that considers your immediate needs and your long-term goals and dreams.
Investment Representative
Office: | 613-265-8676 |
I provide specialized financial security advice and planning services for retirement, wealth management, insurance and taxes. When I'm not working with my clients, I enjoy spending time at the cottage with my wife and kids - four wheeling and boating. Look forward to working with you.
Supported by a team of experts
When specialized expertise is required, I have access to a team of professionals. They specialize in tax, law, accounting, investments, insurance, group benefits, mortgages and financial security planning.