In my practice, I provide one-on-one service to clients across the board of life stages, including young families, working professionals and high-net-worth individuals. Above and beyond simply picking a stock, my value comes from the true planning I do to help prepare for retirement or set and stay within a budget or create an estate plan in conjunction with your accountant or attorney. I help clients understand exactly what they own and why, find strategies to protect their capital, take a strategic approach to growth, manage risks and consider tax efficiencies. I value the opportunity to simplify the investment process to help each client reach their unique goals.
I believe in keeping my finger on the pulse of finance because it allows me to better serve my clients. The three professional designations I've earned help me do that – the Certified International Wealth Manager (CIWM), Designated Financial Services Advisor (DFSA) and Fellow of Canadian Securities Institute (FCSI). I also hold a Diploma in Advanced Finance and Financial Planning from Sheridan College and a Bachelors of Business Admin from Yorkville University. I have held various roles with RBC Wealth Management and am I joined Edward Jones from BMO Nesbitt Burns.
On a personal note, we're a sports family. I play hockey twice times a week and play lacrosse and golf when I can. My wife played varsity basketball for McMaster and now runs the SOO Women's Basketball League. I'm also a new Rotarian and serve on the board for the F.J. Davey Home.
Now I'd like to hear about you, what you value and how we can make your goals come to life.
