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Senior Financial Planning Advisor, CFP®
I am the Senior Financial Advisor of our office with more than 35 years experience in complete financial advice. I have a solid and core team that work with me to help manage my client’s financial goals. We provide a free no obligation financial planning consultation to anyone who contacts us. I believe in furthering the wealth and well being of my clients, their loved ones and the organizations they care about.
I’m an avid learner always staying up to date on all matters regarding Wealth Management. I volunteer in the community with admiration for the arts and great food.
Senior Financial Planning Advisor, CFP®, TEP, FMA, FCSI
– Minimize Personal & Corporate taxes utilizing Professional Corporations and Trusts along with innovative Insurance and Financial products
– Restructure your life insurance to be an
INVESTMENT instead of an expense … which may be paid with low-cost corporate dollars instead of high cost personal dollars
– Evaluate your Investment portfolio to ensure your overall financial plan meets your personal needs
Suite 3, 183 Church Street
Garson ON P3L 1S5C