Find a CEA

CFP®, FCSI, FCUIC, RIS

Currently more focused on Estate Planning. 

Over 20 Years experience, helping clients improve their financial well-being, specializing in Estate, Retirement and Tax planning.  Located in Etobicoke at the 427 and Bloor.

As a serial entrepreneur, the majority of my career has been developing creative and much-valued products and services for the funeral and financial services industries.  With two estate settlement kits and countless public speaking engagements under my belt, I've helped hundreds of thousands of people throughout North America fulfill the important duties during one of life's toughest times - the death of a loved one.

I'm here if you encounter any estate related questions/situations that you may be unsure of.  Feel free to share them with me and I promise to return with succinct and easy to understand answer. 

I look forward to connecting and helping you support the families you serve.

Personal profile

“Experience proves that Balance, Diversification, Time and Good management are the recipe for successful investing”

So true, with helping and enjoying the accomplishments with my clients and includes everything I personally try to accomplish in my everyday living.

I enjoy being active, coaching minor hockey and having lots of giggles, laughs, hugs and kisses with family and friends.

A good relationship with an advisor can help take the complexity out investing.

Services

Investment Process

 -understanding your financial goals, obstacles and interests

Investment Beliefs

 -maintain objectivity, manage risks, and tax-smart investing

DFP

Dementia  Friendly Professional

We know, given the aging population, this will occur with some clients. Advancing age is the number one risk factor for such conditions as dementia and Alzheimer’s disease

I create a safe and trusted practice / environment to prepare my clients along with family members in dealing challenges with financial management.

At Professional Investments

"We plan the creation, enjoyment and transfer of multi-generational wealth, for motivated people."
   

I provide financial planning services to clients, work with their other professionals, implement investment and risk management solutions, and provide ongoing monitoring, accounting for life events and changes in objectives.

My investment dealer is Manulife Securities Incorporated.

I am a Financial Security Advisor
living in the Ottawa region. Since 2008, I was fortunate to help many families
and business protect their assets, estates, and income.  In
2019 I completed the Canadian Initiative for Elder Planning Studies (EPC) &
in 2022 the Canadian Institute of Certified Executor Advisors (CEA).  These Designations provide me with a much better comprehension of issues that may arise for Elders & Executors.

As a family man with three beautiful
& healthy children living in the suburbs, I can especially relate to young
families. I understand that the cost of living, mortgage payments, daycare and
many other expenditures can greatly affect the financial plan. This is where I
come in; by preparing a family needs analysis, I can provide options and advice
to meet your current and future needs all within a set budget.

Benefits of working with a financial
security advisor:  choice, trust, and
peace of mind.