CFP Professional with thirty years experience.
I am a licensed Insurance Agent, and I am also mutual fund licenced in Ontario. My practice consists of many retirees and business owners and I am often asked for advice on estate and succession planning.
I am a financial professional passionate about empowering clients.
Financial Planning
Retirement Planning
Insurance Planning
Own my own financial planning business. I am a CLU CHS and have 45 years experience of which 35 years were in sales. I think this course will definitely be a game changer when dealing with HNW clients
Administrative Coordinator/Office Manager for Cemetery and church.
Marketing background, sales, customer service, Have Board of directors experience, Health care experience, Counselling experience.
I believe a financial strategy is about more than just numbers; it's about helping people live their best lives.
With over 20 years of experience in the financial service industry and as a CFP professional, I have the skills and knowledge to help clients navigate the complex world of personal finance.
I'm passionate about empowering clients to achieve their dreams and genuinely enjoy the process of learning what is most important to each of my clients.