Working closely with my clients through every stage of life and gaining a full understanding of their financial and lifestyle needs, I provide sound investment management and financial planning services to a select group of professionals, business owners and retirees. I am able to ensure my clients investment portfolios meets their unique risk objectives and investment needs. I hold both the Chartered Investment Manager (CIM) and Certified Financial Planner (CFP) designations. I live on the North Shore with my wife and two young children where we enjoy spending time exploring the outdoors.
Services Offered in RI
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Charitable giving
- Small business planning
Minimum Account Size
$1,000,000+
Investor Type Dealt With
Individual
Type of License
IIROC
Provinces Licensed In
- British Columbia
- Ontario
- Quebec