About Me

My Business

I have been creating financial peace of mind for my clients for over 23 years by using asset allocation strategies and incorporating insurance into total financial planning solutions. I establish the client's goals according to the client's risk tolerance. I analyze the special circumstances for my clients and recommend the best opportunities for them.

When you open an account with me, you will establish a partnership that will help you to identify your unique investment requirements: income and security, tax considerations, your current portfolio, past investment experience, and your comfort with risk. Taking your requirements into consideration, I provide a customized financial solution that I believe best suits your needs.

My Clients

My clients are people who have busy lives and need someone to help take the mystery out of retirement and estate planning. They are people who value full service advice. They are successful and patient individuals who believe in long-term working relationships and recognize the boundaries of their own expertise. As a professional Investment and Insurance Advisor, I endeavour to work with any potential client to meet their needs and as a broker I have access to a very wide array of products.

Investment Philosophy

My investment philosophy is to use the expertise of people in our industry who have a successful track record of achieving above average rates of return with below average rates of risk.

My Self

I am a Rotarian and follow the principles' of "The Four Way Test"

1. Is it the truth?
2. Is it fair to all concerned?
3. Will it build goodwill and better friendships?
4. Will it be beneficial to all concerned?

I am a family man and a Christian and believe that treating people as you would like to be treated is as good of an ideology as there is.

My Mission

My mission is to help my clients create, manage, grow and protect their money. I want to help them pay as little tax on their money as possible so that there is more for their lifestyle and perhaps a financial legacy to their loved ones.