As a resident of the Kitchener-Waterloo area all my life, I have watched this community grow in both the diversity of it's people and industry.
I strive to assist both individuals and families to reach their goals that most concern them financially. With my vast area of expertise being in the Information Technology industry for 25 plus years I also understand the diverse needs and desires of those currently in this field.
When we meet, my first priority will be to understand your goals and what you wish for the future. Your answers will allow me to build a financial strategy that fits your goals and your needs. As life moves along we will partner together and re-evaluate your goals and risk tolerance and make adjustments as needed.
I love the Kitchener-Waterloo community and I have volunteered in sporting clubs, specifically Field Hockey to foster growth amongst the youth of our community to gain interest in other non-traditional sports.
Our approach is client first and our foundation is built on honestly and integrity - it's really all about you our wonderful clients. I welcome the opportunity to share new and great ideas with all those willing to listen. Give me a call or let's meet for a virtual coffee.
My Personal Interests
- Art Collecting