I am passionate about identifying the correct investment solutions for clients. As a Investment Specialist, I am committed to helping my clients feel more confident about their financial future.
My clients define investment success and I help them achieve their vision with trusted advice and solutions. By developing long term relationships with my clients, I gain a deep understanding of their goals and financial situations and tailor financial strategies to meet their unique needs.
My clients also appreciate the convenience of meeting with me at a time and place that is convenient for them.
I add value to my investment advice by helping clients manage their entire financial picture, working with specialized professionals at FirstOntario for tax and estate planning and other financial needs.
1-800-616-8878 ext. 1718
Mutual funds and related financial planning services are offered through Credential Asset Management Inc.