As an Investment Advisor, I believe a key part of my role is to provide you and your family with Wealth Management Services that give you confidence and peace of mind. I practice the art of looking at the long-term, outlining financial solutions that will not only sustain your current lifestyle, but will preserve and enhance your wealth for future generations. The financial solutions I provide are detailed and personally tailored to you and your unique needs and always firmly grounded in prudent financial advice.
My approach to investment management is to ensure your portfolio is well diversified and has exposure to a broad range of asset classes, delivering solid investment returns while minimizing volatility. I am also a life-licensed insurance advisor and able to provide strategic wealth solutions by utilizing life and living benefits insurance, annuities and segregated funds.
My clients greatly value the level of personalized attention and service I provide. I am experienced and trustworthy and will act in your best interest.