My clients have the comfort of knowing their interest and needs come first. By using and investment and financial security planning process that is supported by the fundamental principles of diversification, asset allocation, dollar cost averaging and maintaining their long term focus, I can help them build a plan to fit their needs at every stage of life.
In 1989 I joined London Life as a Financial Security Advisor.
I entered management in May 1991 and returned to full time advising in May 2017, after 26 successful years. I have completed several intensive training programs and received my Chartered Life Underwriter, Registered Health Underwriter, Chartered Financial Consultant, Financial Management Advisor, Canadian Investment Manager, Certified International Wealth Manager as well I am a Fellow of the Canadian Securities Institute.
On-going professional development allows me to stay current.
In addition access to specialists in different segments of my business provides me with the training and resources I need for unique situations.
In my spare time I enjoy playing sports particularly golf and hockey and I volunteer in the community through my memberships in the Rotary Club of Barrie-Huronia and the Kiwanis club of Barrie.