I have been an Investment Advisor since 1997 having previously worked for 16 years with a chartered bank. I am able to offer clients a full range of investments and insurance* products specifically suited to their unique financial needs. This is especially important when clients want to build the financial wealth needed to live the lifestyle and carry out the projects that matter most to them.
I have been a Branch Manager since November 2012 and I continue to maintain a high level of service to clients through regular contact, ongoing reviews and maintenance of their portfolios. My extensive experience in investments and estate planning matters, combined with my desire to put client interests first, has given clients confidence they can trust and benefit from my advice. I am also fortunate to have excellent support staff, as Sandra Varty ensures that clients receive friendly and professional assistance when needed.
I enjoy an active life in the Peterborough community. I can be seen regularly working out at the YMCA, but also enjoy golfing, cycling, curling and playing men’s recreational hockey. I continue to support local charities, assisting with a number of events.
National Bank Financial
401- 201 George St N
Peterborough, ON K9J 3G7
Telephone: 705-740-1783 or 866-305-1673 Fax: 705-740-9037
National Bank Financial is an indirect wholly-owned subsidiary of National Bank of Canada, which is a public company, listed on the Toronto Stock Exchange (NA: TSX). National Bank Financial is a member of the Canadian Investor Protection Fund (CIPF).
*Offered through National Bank Financial Services