I am committed to helping you achieve your financial goals. Specializing in retirement income, risk management and estate planning strategies for both individuals and business owners. I work with clients to design a personal Financial Plan to meet their unique goals. I offer a wide range of investment (including Responsible Investments) and insurance related products, to meet the needs of each individual.
Services Offered in RI
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Investment management
- Succession planning
- Charitable giving
- Small business planning
- Other
Minimum Account Size
<$100,000
Investor Type Dealt With
Individual
Type of License
IIROC
Other
Provinces Licensed In
- Alberta
- British Columbia
- Saskatchewan