I enjoy what I do – working with clients and making recommendations to improve their quality of living as they head into retirement. I partner with them, I guide them and help them stay informed and in control of their future.

I have always been interested in finance and investing. In my early years I started investment clubs at the corporation where I worked. From there I moved into a financial advisor role and 13 years ago raised the bar on my practice by earning the designation of Certified Financial Planner (CFP). I also hold the Financial Management Advisor (FMA) designation.

Serving clients as a financial advisor is a rewarding role, and I've helped clients navigate through a variety of markets, including the market crash of 2008. I understand the challenges and worries that surface, and together we adjust what we need to and stay the course toward our goals.

When we work together, you'll get personal attention and personalized solutions to meet your individual needs. Behind the scenes, there is an entire home office of associates who are just as interested in your success as I am. The dedication of the market analysts, for example, is top notch and helps me select the quality investments that offer you the greatest advantages given your risk tolerance and time horizon.

It is important to me to support the community where I live and work. I have served as treasurer for a number of community organizations over 40 years, such as Rotary, Bereaved Families and POINT (People & Organizations in North Toronto).

In my free time, I am a wine enthusiast, and I do enjoy a well written mystery.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Education Savings Strategies

My Personal Interests

  • Art & Theater
  • Wine Collecting/Enthusiast
  • Reading
  • Movies & Entertainment
  • Outdoor Enthusiast

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 06:00PM
Tue 08:00AM - 06:00PM
Wed 08:00AM - 06:00PM
Thu 08:00AM - 06:00PM
Fri 08:00AM - 06:00PM
Sat 11:00AM - 02:00PM
Sun By Appointment Only
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