You deserve to have your hard-earned wealth grow and be protected for when you need it.
Every long-lasting structure begins with the construction of a solid foundation. I believe that this same concept holds true when investing. In order to build your long-lasting investment structure we first must construct that same solid foundation, where getting to know what is important to you is the keystone. To complete your solid foundation, we work together to understand where you are today, where you want to be in the future, and most importantly, how to get you there!
Throughout my working career, I learned the value and importance of developing strong relationships by understanding specific needs and implementing strategies to meet my client’s goals. Or, to put it a simpler way - just being there to help my clients when they needed me. I love helping people make the best possible decisions with their finances, especially when those decisions help them protect themselves and there family. Whether you are preparing for retirement, saving for university for children or grandchildren, or trying to protect the financial future of the ones you care for the most, we will work together to develop specific strategies to help you achieve your goals.
Although I grew up in a military family, moving around the country and overseas, I was always able to return to and call London home. London is where I completed school, met my beautiful wife, and where we have chosen to raise our children. Our family dedicates most of our spare time to arenas all over Southwestern Ontario, where we all spend time on the ice. My wife is a member of a synchronized figure skating team, and both my daughter and son play competitive hockey, representing London wherever we go. Even I am still able to lace them up once a week!
If you are interested in having a conversation and learning more about how I can help you achieve your life goals, call or email today.
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Setting your path
We use an established process to help you reach your goals.Learn More