INSURANCE & INVESTMENT ADVISOR
I enjoy meeting new people and listening to their stories. With over 25 years of experience, my unique ability is allowing my clients to feel comfortable engaging in meaningful dialogue around their plans and goals for the future.
Throughout my career I have worked at giving my clients peace of mind that their needs were addressed and goals defined. I can help answer questions such as: What if I got disabled, critically ill or lived to age 98, how will my needs be met?
I promise to listen, question and then build a financial plan that meets your expectations.
My community activities keep me actively involved with Toastmasters and my spare time is spent enjoying golf, music and spending quality time with my family.
This industry is never static and I am continually learning to best serve my clients. I am an active member of ADVOCIS (Financial Advisors Association of Canada).