A client once shared this wisdom: "If you have a dollar, there's always someone else who wants it." We agreed it's essential to make careful choices with your money, and that's what I help clients do every day.
Life is a balance, and your goals can reflect that. While your priority may be on saving for retirement, you also need to enjoy life now. Together, we'll build a strategy that considers all that is important to you, for both today and tomorrow.
Everyone's journey is different. Building a financial strategy uniquely tailored to your journey means we spend quality time talking about your life and the things you want to accomplish. It's not a one-time conversation; it's ongoing over time to keep your portfolio in line with where you are at any given time.
While I work with you on the financial strategy, Senior Branch Office Administrator Caroline Marangoni creates a welcoming office environment and meticulously manages details that keep us on top of serving your needs. We are driven by a philosophy of always doing what is in your best interest. Many clients who we serve have been with us since the first years of our practice. More often than not, we find that the relationships we build result in long-term friendships.
I received my degree in civil engineering from the University of Toronto in 1986 and followed that career path for 15 years. It prepared me well for this work. In both professions, we take stock of where we are now and our desired end goal. We engage in a detailed planning process and work closely with others to collaborate on the best end result.
My wife Carey and I have been married for 27 years. We are the proud parents of Veronica, who recently graduated from college and is pursuing a career in the military. We also share our lives with Sienna, our mini Australian shepherd. We are big supporters of the OSPCA, the Salvation Army and Scott Mission in Toronto. In my free time, I enjoy photography, playing hockey, cycling and reading.