I have been providing Financial Planning advice to clients for over 30 years. hold the CFP, CIM, PFP and FCSI, LLQP designations. have a vast knowledge of Financial Planning matters and pride myself on helping clients achieve their desired goals and dreams. have strong moral principles to always act in my clients best interest. take pride in earning clients trust by ensuring the advice I provide is personally tailored to them and their families.
Achieving your Financial Goals requires a lot of time and knowledge. Working with a Financial Planner can help you navigate the complexities the come with building a successful Financial Plan. I use a comprehensive approach to building and protecting your Wealth using our disciplined Investment process, Risk Management, Tax Planning, Estate Planning and Insurance Planning.
Working with RBC Dominion Securities gives you access to Canada’s leader in Wealth Management and our Team of Specialist who can help you with all your Finances.