I'm an easy-going, family oriented, approachable advisor that believes in full, ongoing service for my clients and their families. I believe in the importance of having good life insurance products and guaranteed investment products at any age and love to help my clients find the right fit- being a broker who works with dozens of companies has it's advantages!
After more than a decade as a successful realtor in New York State, Ottawa and North Grenville I decided to take the leap to work in our family business here at Canada Retirement Information Centre Inc. It's a good fit for me... I still get to work with people and advise them on complex transactions, but am now usually home in time for dinner with my family. I'd be honoured to have the opportunity to work with you and yours to develop financial strategies that focus on both short-term and long-term goals. Investments, insurance, estate planning and taxes can seem daunting and make your head spin; let me show you the true value of the service I provide...PEACE OF MIND.
Working with families and business owners with a focus on retirement and estate planning. Comprehensive financial planning and portfolio construction are used to achieve goals without taking unnecessary risk. Trusts are used to address a wide variety of client needs.