As we continue to work with our clients to shape their financial future we have made a commitment to ensure we offer the best service possible. In order to fulfill on this commitment we are dedicated to always be continually learning and have a deep understanding on the topics most relevant to our clientele.

Recently, the two of us both obtained our Chartered Investment Manager designation (CIM®). Earning the CIM® designation reflects a deep understanding of advanced money management strategies for Canadian investors. This designation nicely complements our existing Personal Financial Planning & Certified Financial Planning designations.

With a commitment to continuous learning, along with the abundance of resources provided to us by RBC Dominion Securities, we strive to provide our clients with the best advice available to go along with our high service standards.