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

$1,000,000+

Investor Type Dealt With

Individual

Type of License

IIROC

Provinces Licensed In
  • Quebec
  • British Columbia
  • Ontario