Investment Advisor, Manulife Securities Incorporated
Insurance Advisor, Manulife Securities Insurance Inc.
Life is a Journey
I am often asked:
"How much do I need to retire?"
"How can I achieve my goals?"
"How do we get started?"
I am an experienced professional with more than 25 years in the financial services industry, including 9 years advising clients on how to reach their goals. I work with individuals, professionals, business owners, and retirees, helping them define what is important, reviewing their options and ensuring they make informed decisions.
I have a real passion for helping people reach their goals, and I welcome the opportunity to help you too.
Call me soon and let's get started!
What would you like to do?
Your wealth plan starts with your goals and your dreams. What is important to you? Which route should you take? Which advisors do you need?
A well thought out plan requires attention to five key disciplines: Building, Protecting, Managing, Enjoying and Gifting. Taken together, we can plot the best route to your destination.
Build or maintain wealth with investments and investment-oriented insurance products.
Borrow to buy or leverage growth.
Protect your goals with insurance to ensure income and assets are immune to unexpected events.
Planning projections for individual goals
Investment Policy Statements (IPS)
Portfolio Construction and Rebalancing
Individual stock portfolios
Insurance needs analysis
Tax Efficiency (often requires a plan analysis)
Thoughtful, proactive, caring
Easily reached by phone or email