My wife, Tara, and I live in Kitchener with our five children, who range in age from 6 to 23. We are members of Lutheran Church Canada, and Tara co-chairs the Waterloo Regional Down Syndrome Society.
As the father of two children with special needs, I understand how complicated preparing for the future can be. That's why I am so passionate about helping you work toward achieving your life dreams.
Born into a military family, I lived in various provinces before settling in Ontario. Following in my father's footsteps, I served a short military stint in Ontario, as an Army Reservist.
My father was involved in many forms of investing and encouraged me to learn about investing at a young age. I served in the securities industry, focusing on helping new families prepare for their children’s educational futures before being a pastor with the Lutheran church.
Now, having returned to the industry as an advisor, I help individuals and families achieve what’s important to them. My main areas of focus are: wealth strategies, retirement, estate solutions, disability retirement strategies, insurance needs and saving for education.
Having managed a small "performing arts" business with Tara. I consider myself an asset to small-business owners and entrepreneurs who prefer to work with someone who understands the challenges specific to them.
Everyone's financial goals are unique, and taking time to really get to know you is the best way to ensure I can understand what is most important to you. Once we've identified your goals, I can develop a comprehensive and tailored financial strategy designed to help you achieve those goals with a level of investment risk that you are comfortable with. By partnering together, we can ensure you remain on track to achieve your goals, regardless of what the future may hold.
My Firm: Edward Jones has been ranked #1 in investor satisfaction with Full Service Brokerage Firms for eight years in a row. (jdpower.com/awards)
- Wealth Protection Strategies
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Education Savings Strategies
- Special Needs Financial Considerations
- Charitable Giving
My Personal Interests
- Personal Fitness
- Home Improvement
- Art & Theater
- Movies & Entertainment
Kitchener, ON N2B 1G4
Phone NumberPerry D Hart at (519) 578-9090
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