I have worked in the financial services industry in various roles for more than thirty years. For the past eleven years I have served the Durham Region as a Financial Advisor.
It is my belief that all Canadians deserve access to sound, unbiased financial advice regardless of their occupation or net worth. Whether you are just starting out, in mid-career, or approaching retirement, or are retired I can help you with the important financial decisions you may be facing.
I focus on providing independent financial advice to clients. I do not screen clients by occupation or net worth. It is important to me that my clients feel closer to reaching their goals because of our relationship. It is very rewarding to me when a client makes major steps forward towards a goal. Many times that involves being a coach, a teacher and a listener as well as an advisor. My financial services client base continues to grow through referrals.
I run my practice based on the following principles.
People focused not product
Keep it simple
Have a plan and follow it
Pay yourself first not last
Create an investment mix that is balanced
Don't use short time frames to define success/failure
Investing is a marathon, not a 100-yard dash
Difficult periods can be good buying opportunities
Use quality products. Not flavour of the month
Invest for purpose
If you would like to develop a financial action plan to benefit you and your family please do not hesitate to contact me.