Spoken languages : English
I have been in the financial services industry since 1991, prior to that my wife and I were successful small business owners. After selling the business I was anxious to get back to an industry I have always loved and began as a Financial Planner. Since then I have advanced my career with the following designations: Certified Financial Planner, Canadian Investment Manager as well as a Fellow of the Canadian Securities Institute which is considered a benchmark for excellence in the industry. I have also achieved the position of Portfolio Manager; this designation is bestowed upon Advisors who have met strict criteria in terms of education and overall investment experience.
I believe that financial advice should be all encompassing. Successfully managing our client’s money is only part of what we do. A comprehensive Wealth Management Plan addresses any additional issues. By conducting an extensive initial “Discovery” meeting we identify issues or concerns that many advisors aren’t even aware of. Our approach is much like that of a Medical professional. The more we can learn about our clients the better solutions we can provide. There are numerous pitfalls that can derail a client’s financial picture but with a comprehensive Wealth Management Plan we can help them minimize or protect against these issues.
My wife, Barb and I live in a Heritage designated home in Penetanguishene. We have three children and four wonderful grandchildren.