Meet Our Team
After 25 years in the financial services industry, I am convinced the only way for individuals and small businesses to achieve their personal and financial goals is to have a detailed financial plan. My aim is to help clients formulate their goals and develop strategies to achieve them. A detailed plan includes Investments, Retirement Savings, Estate Planning, Succession Planning and Life Insurance.
Prior to joining Investment Planning Counsel in January 1999, I spent 23 years with a Canadian Chartered Bank. I spent 18 years as a Branch Manager, providing financial advice to individuals and small businesses. My hands-on experience and commitment to customer service is available to help you achieve your financial goals and provide financial security for your family.
I have had the good fortune to have successfully completed the following courses:
- B.COMM. (UK)
- Investment Funds in Canada
- Labour Sponsored Investment Funds
- Branch Managers
- Life Insurance (Level I)
- Accident & Sickness Insurance
Surprisingly I still have time to enjoy my grandchildren, play golf and be involved in the community as a Past President/Active Member of the Leamington Lions Club and Director of The Leamington District Memorial Hospital Foundation.
Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.