Focus Areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Socially Conscious Investing
  • Business Owner Considerations

Personal Interests

  • Traveling
  • Animal Rescue
  • Spending Time with Family
  • Football
  • Walking

Contact Me

To discuss working together, request a complimentary consultation:

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Office Information

Hours

Office Hours
WeekdayAvailability
Monday 09:00AM - 04:00PM
Tuesday 09:00AM - 04:00PM
Wednesday 09:00AM - 04:00PM
Thursday 09:00AM - 04:00PM
Friday 09:00AM - 04:00PM
Saturday Closed
Sunday Closed

Fax

(866) 666-4374

Branch Team

  • Amy McCleary
    Sr. Branch Office Administrator
  • Choana Lokenauth
    Branch Office Administrator

Office Address

1275 North Service Rd W
#607
Oakville, ON L6M 3G4
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