I believe that a good financial plan is vital, but does not need to be over-complicated. My approach is to help my clients identify their goals and advise them on how to achieve financial success. I have 14 years of experience in guiding clients successfully through their wealth transitions.

IIROC Advisor Report

Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.