I provided financial planning and wealth management advice specifically tailored to personal and professional needs and priorities. I work with you to help develop clear objectives and achievable goals, while delivering the peace of mind you and your family are looking for.

Services Offered in RI
  • Charitable giving
  • Small business planning
  • Financial planning
  • Will & Estate planning
  • Insurance & risk planning
  • Taxation planning
  • Investment management
  • Succession planning
Minimum Account Size


Investor Type Dealt With


Type of License


Provinces Licensed In
  • British Columbia
  • Manitoba
  • Ontario