Clarity, Candor and Caring.
I have brought clarity, candor and caring to my clients for the past twenty two years. With good health, my goal is to continue to provide service for twenty more years!
When we first arrived in Victoria, my wife and I were stunned by the lack of mosquitos, the absence of humidity and the rarity of snow. While we make an annual trip "home" to Prince Edward Island, we have chosen to firmly plant our flag and live our lives in Victoria.
Our goals are to raise our two sons to be capable and caring members of the community, travel the world and make time to visit friends and family on Prince Edward Island each summer.
You have unique goals and aspirations. No matter what your goals and dreams may be, I value and respect your vision.
Working at Edward Jones, allows me to take all the time we need to truly understand what is important to you. I love the variety of people I serve and the uniqueness which they bring to my day. Often, the work we do involves:
* Helping people prepare for retirement or life after "work",
*Assisting retirees to find sustainable income and
*Creating legacy plans for family and charities.
It also isn't uncommon these days for us to provide help with budgeting and cash flow to people from all walks of life.
Whatever your unique goals may be, we use an established process to distill the complexity from your financial life.
Joan Johnson, the talented Branch Office Administrator, and I have known each other for over twenty years. I am lucky she is here and she keeps this place running smoothly.
At the best of times, there is plenty of "hurly burly" in the financial world and in the lives of our clients. Joan and I partner with you to help you stay on track. We work hard to be a bastion of clarity, candor and caring for the people we serve.
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies