I became interested in investing while still in high school and was invested in the market when Black Monday occurred in 1987. The event made a significant impact on me, and, as a result, I am passionate about working with those who want to expand their knowledge of saving and investing and who are fully committed to working with me to reach their financial goals.
When working with an investor, I have a proven and precise process that I follow. I begin by getting to know you. Next, we work together to identify what's important to you and pinpoint specific goals. I then create an investment strategy tailored to your unique needs and designed to enable you and your family to live the life you've dreamed. Finally, I partner with you long term to help you remain on track to achieve your financial goals. Having a solid understanding of investing is especially crucial to the last step. When you understand how investments and the market work, you have the confidence to stick with your long-term investment strategy regardless of short-term events and market fluctuations.
In addition to serving as an advisor, I am also a director of Catholic Community Services of York Region. The organization helps immigrants transition to our community. My wife, Linda, is a luxury travel advisor. We have two teenagers, Max and Catherine, and our family enjoys traveling together and exploring new cultures.
Gabriella Phillips, my senior branch office administrator, and I pride ourselves on providing an exceptional level of personal service to those who choose to work with us. We welcome the opportunity to extend that service to you. Please give me a call.
- Business Owner Considerations
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Education Savings Strategies
- Business Retirement Plans
My Personal Interests
- Sports Enthusiast