I help my clients plan for today and also for the future
C-Suite executive with a thorough understanding of the financial service and funeral industry. Significant expertise in strategic planning, relationship development, tax and estate planning, contract negotiations, finance, system development, sales, funeral planning, and marketing. Active in industry associations and frequent public speaker. Professional designations include CPA, CA, CMA, CPC, and CEA.
I am the CEO/President of I Help Boomers. I help baby boomers make tech make sense. I am also a licensed life agent and accredited CEA. I live in Kingston with my wonderful wife, Jenna, am a volunteer with the Kingston Walk for ALS and Past President of the Ottawa and District Funeral Service Association. I also sit on the board of the Kingston Chapter of Certified Executor Advisors.
I've been in the Financial Services industry since 1998, and have advanced my education to acquire CFP, (Certified Financial Planner) CLU (Chartered Life Underwriter), CHS (Certified Health Specialist), CFDS (Certified Financial Divorce Specialist) and CEA (Certified Executor Advisor) designations.
My strength lies in explaining complex elements of financial planning in plain language that brings clarity to your options. My office is located with Century Group Financial Solutions Inc where we engage clients with a remarkable service experience, delivered by a full-service team of experienced professionals.