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.