Honesty ~ Integrity ~ ExperienceThese are the three qualities that have guided me since 1988 in the financial services industry
Investment AdvisorI have been providing clients with comprehensive investment advice for more than 20 years and continue to expand my services in the wealth management field. I have been trained to help clients plan for all aspects of retirement including tax planning, planning for your estate, evaluating your insurance needs and investing intelligently to retire in comfort. RBC Financial group provides the platform with an array of financial tools which I can use to implement the plan. Horizons calculators and Horizons Retirement projection software will help you map the financial blueprint needed to successfully achieve your retirement goals. I promote a lifetime approach and can help with planning and investing for the three major life cycles.
RRSP RRIF ESTATEThis is the cornerstone of the value added difference that an Investment Advisor, like myself, can bring to the table.About MyselfI graduated with a Business Administration Diploma at Assiniboia College in Brandon, Manitoba in 1982. I have completed the Canadian Securities Course and Professional Financial Planning courses, and continue to upgrade my investment expertise through various investment seminars and symposiums. Im Insurance licensed and can offer life and or estate planning products when certain family insurance needs are identified.In addition, financial markets are becoming increasingly complex with the number of new investment opportunities growing constantly. Not all individuals fully understand the balance of risk and reward these opportunities provide.I get the greatest satisfaction in helping my clients understand their risk tolerances and building an investment portfolio which meets their objectives and helps them build wealth.
