Since 1994 , I have been recommending proactive strategies for business owners and families wanting to simplify their financial affairs and increase their quality of life through an integrated approach to wealth planning. Retirement Planning, Investment Selection, Education Plans, Estate Planning and Preservation are some of the ongoing services I provide. My discliplined investment approach and professionalism has earned me a reputation for being financially astute and client-focused. My clients appreciate the valuable advice and regular meetings I provide to review their financial progress. I believe in continually improving my knowledge through education and have earned the following industry designations: - CERTIFIED FINANCIAL PLANNER (CFP) designation as governed by the Financial Planning Standards Council of Canada. A CFP Practitioner is one of the most respected financial planning designations in the profession and requires adherence to a strict code of ethics that mandates each CFP Professional act as a fiduciary in every relationship . I encourage you to view the following brochures which explain the Financial Planning process in greater detail. https://www.fpcanada.ca/canadian-public - The Financial Management Advisor (FMA) accreditation is granted by the Canadian Securities Institute. The holder will be competent in addressing complex financial situations pertaining to a High Net Worth clientele. - Chartered Investment Manager (CIM) is granted by the Canadian Securities Institute. It is your assurance that the holder pocesses the knowledge, skills and tools necessary to evaluate and manage the most complex aspects of your investment portfolio. - Fellow of CSI (FSCI) is the top credential conferred by CSI Global Education Inc. This is one of the most demanding credentials in the Canadian financial services industry and only an elite group of professionals meet its advanced requirements. This is your assurance that I adhere to internationally recognized standards of competence and ethics in all my professional activities . I reside in Ancaster with my wife Cindy who teaches science at Waterdown Secondary School. My charitable donations include but are not limited to The Heart and Stroke Foundation, Canadian Breast Cancer Society, as well as various local youth sports sponsorships.
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Education. Experience. Ethics.Do You Feel……Call Me To Discuss:The Process……How Do I Get Started?
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Education. Experience. Ethics.
Since 1994 , I have been recommending proactive strategies for business owners and families wanting to simplify their financial affairs and increase their quality of life through an integrated approach to wealth planning. Retirement Planning, Investment Selection, Education Plans, Estate Planning and Preservation are some of the ongoing services I provide. My discliplined investment approach and professionalism has earned me a reputation for being financially astute and client-focused. My clients appreciate the valuable advice and regular meetings I provide to review their financial progress. I believe in continually improving my knowledge through education and have earned the following industry designations: - CERTIFIED FINANCIAL PLANNER (CFP) designation as governed by the Financial Planning Standards Council of Canada. A CFP Practitioner is one of the most respected financial planning designations in the profession and requires adherence to a strict code of ethics that mandates each CFP Professional act as a fiduciary in every relationship . I encourage you to view the following brochures which explain the Financial Planning process in greater detail. https://www.fpcanada.ca/canadian-public - The Financial Management Advisor (FMA) accreditation is granted by the Canadian Securities Institute. The holder will be competent in addressing complex financial situations pertaining to a High Net Worth clientele. - Chartered Investment Manager (CIM) is granted by the Canadian Securities Institute. It is your assurance that the holder pocesses the knowledge, skills and tools necessary to evaluate and manage the most complex aspects of your investment portfolio. - Fellow of CSI (FSCI) is the top credential conferred by CSI Global Education Inc. This is one of the most demanding credentials in the Canadian financial services industry and only an elite group of professionals meet its advanced requirements. This is your assurance that I adhere to internationally recognized standards of competence and ethics in all my professional activities . I reside in Ancaster with my wife Cindy who teaches science at Waterdown Secondary School. My charitable donations include but are not limited to The Heart and Stroke Foundation, Canadian Breast Cancer Society, as well as various local youth sports sponsorships.
In full control of your finances? Prepared for a financial Emergency? That you have sufficient discretionary income to lead the life you want? The people you care about would be financially secure if something were to happen to you? You will retire in your desired life-style? You will be able to pass along your wealth in a tax effective way? There is enough money to pay for post-secondary education for your children/grandchildren? Your goals and aspirations are achievable? You have financial peace of mind?
Insurance planning *Insurance products and services are provided through Assante Estate and Insurance Services Inc. Tax and estate planning Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving Mortgage and debt management Insurance planning *Insurance products and services are provided through Assante Estate and Insurance Services Inc.
Talking about your finances is a very personal topic. Whether you are exploring your options for the first time or are on route to obtaining your goals, the process remains the same.
