My wife, Susy, and I are the proud parents of two active boys, Jack and Nicholas. We enjoy playing tennis and golf, and hosting family events at our home.
As a parent myself, I know how important it is – and challenging it can be – to plan for the future. There is so much to take care of now and bills that need to be paid now that we sometimes don’t get around to planning for the future. That's where I can help.
I specialize in working with families to develop investment strategies designed to get them from where they are today financially to where they want to be in the future. A disciplined investor who consistently invests even a small amount over a long period of time can be just as successful as someone who invests a much larger amount of money for a much shorter period of time. Investing can be as much about discipline as resources.
I enjoy working closely with my clients and getting to know them and their families. I'm an active listener, which helps me understand what’s important to them and helps develop a bond of trust.
Lily Mior, my branch office administrator, handles the administrative needs of our clients. She's the first person you see when you visit our office, and she's dedicated to providing top-notch client service to those who do business with us.
If you'd like to learn more about Edward Jones and how I can help you with your long-term financial needs, please give me a call.
Office Address18 King Street
Bolton, ON L7E 1E8
Phone NumberRob Payne at (905) 857-0874
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