My practice as an advisor is focused on managing wealth for yourself, your family or your business, we provide the professional advice you need. We’ll help manage your investments, fund your new business venture, plan your retirement, protect your financial security and plan your estate.
My passion as an advisor goes above and beyond meeting my clients needs. As a father to two young boys, I want to set the example that you can be a successful advisor AND make a positive contribution to society through responsible investing. I am particularly focused on climate change and how the investment industry and professionals such as myself can be part of that solution.
Services Offered in RI
- Investment management
- Succession planning
- Charitable giving
- Small business planning
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
Minimum Account Size
$250,000+
Investor Type Dealt With
Individual
Type of License
IIROC
Provinces Licensed In
- Ontario