My intention is to assist you in reaching your financial goals while understanding that your family and your situation requires its own unique solutions. Together we will navigate through the complexities of investment options available, whether you are accumulating wealth or in the life stage of drawing down your assets.
I have over 25 years of experience in the financial services industry and believe in a holistic approach towards debt repayment obligations, risk management needs, estate planning wishes and will utilize our partners at FirstOntario Credit Union to assist you.
Building a better community is important to me, so I am involved with several local events that benefit Juravinski Hospital and BFO Hamilton/Burlington. When I’m not working you are likely to find me at the arena and soccer park cheering on my favorite players, my two children.
1-800-616-8878 ext. 1721
*Mutual funds and related financial planning services are offered through Credential Asset Management Inc.