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Ancaster
My team works with clients to nurture a balanced approach to life & wealth, encompassing multiple priorities: family, health, career and philanthropy. We believe strongly that 'success' has many definitions and we strive to be a critical resource for families as they pursue engaged and fulfilled lives.
We provide holistic financial and investment advice and offer retirement, investing, estate planning services. Access to stocks, ETFs, debentures, GICs, bonds and mutual funds. While most of our clients are in the GTA and Golden Horseshoe regions, we service clients across Ontario and Canada and are very happy to interact in person, via telephone or through Zoom or Microsoft teams.
Interacting with people and helping them develop a financial plan that meets their personal objectives. I'm passionate about this industry and I love to work with people to find solutions that meet their needs.
The idea of being my own boss and being the person responsible for my successes and failures. The harder I work, the more successful I can be.
I have over 20 years in financial services and have developed a very unique skillset over that time. I am a Chartered Accountant and consequently I am held to a specific set of professional ethical standards. This means that any decisions or recommendations I make will absolutely be in the best interest of my clients. I have experience in equity research and I was the CFO of a hedge fund. I believe that my diverse background demonstrates that I have the experience and integrity required to be successful.
I have clients all over the country so obviously I am quite happy to communicate through Zoom or over the phone. Our forms can be sent electronically to accommodate any signatures needed.
We are not seeing clients face to face at this time and instead have been communicating via Zoom or through phone or email.
