Investment advice you can trust

My investment planning process starts with a complementary analysis that looks at your needs and goals.  Your free analysis will put you on the path to a achieving your financial goals.

Contact us today to learn how you can build a better financial future for you and your family.

 

I’m not like the investment advisors at your bank…

Trust is important.  That’s why I do things differently.

I work with clients on a conflict-free, fiduciary basis. That means I’m professionally required to always put your interests first.

Banks follow a much lower standard. That means they can sell you something (anything) as long as its “suitable.”

 

How we’re different

Independent. I’m not tied to any one company. I have access to all the top providers in Canada, so I can shop around to find you the best solution.

Unbiased. I follow the highest standard in the industry: the “fiduciary standard.” That means I am professionally and ethically required to put your interests first.

Experienced. I have 20 years experience providing advice in the areas of investing, taxes, retirement planning, life insurance and estate planning.

 

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