Senior Investment Advisor
21 years of Bay Street experience
I am a Senior Investment Advisor with 21 years of Bay Street experience. I build long term advisory relationships with both 'up and coming' affluent and high net worth clients. Never compromising my clients faith and always doing what is in their best interest.
Building and preserving wealth for families, corporate executors and business owners. Through thorough financial needs assessment, goal setting, and sensitivity to risk, I will create, implement and continually review clients' retirement and investment plans.
I act like a steward to the clients assets and achieve client satisfaction and loyalty though excellent wealth management services.