Meet our Team
With 18 years in the financial services industry, I’ve come to believe strongly in working as an independent Advisor in order to give my clients choices in meeting their financial needs. I am committed to educating and preparing all clients, no matter what their net worth, so they can achieve their short- and long-term goals and live their dream.
One of my target groups is small business owners. I enjoy walking them through strategies to meet their personal and business objectives – helping them to open their eyes to new possibilities and getting them dreaming again. We all have up and downs in our business careers. My job is to smooth these out for our community entrepreneurs.
Recognizing the growing need for health care protection, I’ve developed knowledge about disability and group health and dental plans. In particular, I support the new registered disability savings program which helps individuals with disabilities, and their families, to save for retirement and live more independently.
My community involvement is typically a family affair that includes my children and spouse. We participate in the local minor baseball programs, 4-H clubs, and school activities as needed. I also have a position on the local source water protection authority as we continue to deal with the Walkerton tragedy and protect our water supplies.
Contact me for more information about Registered Disability Savings Plan (RDSP).
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.