 As a respected financial advisor for the past 21 years, I help my clients achieve financial security for themselves, their families and those they care about. By protecting, saving and growing their assets, we maximize the efficiency of their money at work.
Based in Atlantic Canada, I also work with clients throughout North America. I offer a beneficial work environment based on trust, education, new ideas, and a proper implementation of your plan. This includes on-going service to reflect changes, as life changes. I help you understand and achieve your maximum personal wealth based on a scientific approach, which is measurable at any time.
|
As a Chartered Financial Consultant my experience, knowledge and hands on approach will provide you and your family with access to a professional financial advisor who can become your macro manager, helping you to properly integrate with your other professional advisors. As I am independent and unbiased, my approach is holistic and puts you at the centre of our strategy. I have accreditation in several areas and a network of additional specialties such as mortgage brokering and banking. I work for you.
Please take a few minutes to look around my site which offers a verifiable process to help you achieve personal financial security.
I am a qualified Chartered Financial Consultant (CH.F.C.), Certified Financial Planer (CFP), Chartered Life Underwriter, (CLU) and a LEAP Licensee.
Licensed in Newfoundland & Labrador, Nova Scotia, New Brunswick, Ontario and British Columbia.
I also work with a number of licensed associates in the USA.
Disclosure Statement
|
