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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… Read more »
Area serviced: Ottawa, ON; Nepean, ON
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… Read more »
Area serviced: Mississauga, ON; Oakville, ON; Burlington, ON; Orangeville, ON; Kitchener, ON; Guelph, ON