I work with clients of all financial acumen, wealth and age. I do not discriminate based on the size of your investment portfolio or your profession. Experience tells me there is a lot of poor advice provided and you should benefit from what I have to offer.
My clients benefit directly from my strong financial experience and my desire to “Make a Difference” by:
- Being honest, professional and putting the interests of my clients first
- Providing high quality financial and investing advice backed by many years of experience
- Providing clients with a disciplined approach that achieves results
- Communicating with clients in an effective and timely manner
- Being fully transparent about my business and the financial services industry
- Providing a high-level experience for a very reasonable fee
The majority of my clients come to me by way of referral. I am delighted to meet with any individual or family that is committed to achieving their financial objectives and can benefit from my services. Please contact me at 905-332-7861 or direct at 289-636-4448 if you have any questions or would like to schedule an appointment.