I have over 17 years of experience in the Financial Services Industry. My career began working with clients of Financial Advisors assisting them with their cash flow and mortgage needs. My career then expanded into full financial planning. My experience in the industry has taught me that very few Advisors offer full financial planning. I am passionate about assisting clients in all aspects of their finances both for current and future needs.
I have been a financial advisor since 1989. My clients have the comfort of knowing i use a full planning approach to help meet their goals and needs.
I am a Financial Advisor with TD Waterhouse for over 15 years and over 30 years experience in Financial advisory role.
I am expertise on Retirement, Education and Investment planning.
DFSA, CEPA, CEA
As a financial advisor with Edward Jones, we focus on holistic wealth management practices - encompassing wealth strategies and protection, insurance, tax strategies, estate strategies, charitable giving, inter-generational planning and divorce finances. As a CEPA, I also work with business owners to help them understand their exit options and ensure that their personal, financial and business plans are aligned. My practice is well suited for multi-generational families, small business owners and individuals experiencing unique or complex issues. I offer meetings in-person at your place or my office, Zoom or phone interviews, to suit your lifestyle and needs. My clients value our close relationship, open and honest communication on a regular basis and a comprehensive financial plan.
We are estate simplifiers providing hands-on assistance to Executors, Trustees and Attorney for property - empowering them with knowledge and know-how. We help trustees and attorneys fulfill their responsibilities with tailored, personalized support that is charged by the hour - so there is no minimum estate value. We work with your chosen current professional advisors and supplement them with our professional team, if necessary. Alternatively, if needed, we can be appointed as the executor or attorney. We also do estate/trust accounting and prepare the court appointed books in passing form.
I am a Certified Executor Advisor recently completing the CICEA curriculum and exam. After spending 30+ years as a successful National Advertising Executive in the broadcast field of radio, I experienced a personal loss of two close family members which began a journey of education and enlightenment involving the familial stages of terminal illness, grief and death and the daunting task of the transfer of family assets. This resulted in my fulltime commitment to the field of estate and testator family planning with the intention to become a valuable, sensitive and knowledgeable advisor.
I live with my wonderful partner, Kerry, in Calgary and we have 3 adult children between us, and two grandchildren, so needless to say, there is always a fun family event that is being planned or executed!
CFP. with 40 years in the Insurance Brokerage field.
Has a unique Estate & Income Projection Software.
As the son of an entrepreneur, I learned early in life the value of helping others. From my first part time job delivering groceries to seniors on my bicycle at 13, to my first full time job helping farmers take care of their families, to spending the last 23 years helping small businesses run more efficiently so they can focus on their main business goals, I always felt rewarded by the trust and appreciation others showed when you help them out.
After being an Edward Jones client for 20 years and seeing first-hand how their established process helps clients achieve what is important to them, I am now proud to be working with this great firm to help accomplish the same for others.
Relationships are key, and in my view, meeting face to face is what builds strong relationships. I meet when and where it’s convenient for my clients because I recognize the challenging needs of their businesses and their lives.
As a Financial Advisor at Edward Jones, starting a new branch to serve Central and Northern Hastings County, it's critical that I spend my time getting to know my clients in order to truly understand what's most important to them. In fact, I can't imagine being able to fulfill my role without having a firm understanding of the individuals and families that I serve in my community.
Using a disciplined approach to investments to plan for retirement, saving for post-secondary education, or simply trying to protect the financial future of your loved ones, we can work together to develop specific strategies to achieve your goals and as the years come and go, it is my responsibility to keep you on track.
When I am not meeting with clients, I enjoy spending time on our farm outside of Queensborough with my wife, Susan and our three dogs, Guinness, Lily and Winston.
FOR AS LONG AS I CAN REMEMBER, I HAVE ALWAYS HAD A PASSION FOR FINANCIAL MANAGEMENT. I HAVE A NATURAL CURIOSITY FOR PROBLEM SOLVING AND I LOVE TO HELP PEOPLE ACHIEVE THEIR FINANCIAL AMBITIONS.
I HAVE APPEARED ON GLOBAL NEWS AND SPOKE AT THE SCARBOROUGH CA ASSOCIATION. PLEASE CONTACT ME AND MY TEAM AT IPC IF WE CAN HELP YOU.