As a professional financial advisor, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.
"Life is complex, your money shouldn't be."
Studies have shown that people looking for a Financial Advisor are seeking someone who should:
I believe that the most important aspect of the relationship between a financial advisor and a client is to develop trust.
When it comes to financial matters (money), this trust is earned over a long period of time, after a number of ‘trials’. The clients must feel that the advisor has their best interest in mind, is providing ‘customized’ suggestions to meet their individual needs, and wants to establish a long term, mutually satisfying relationship for both parties.
My success to date has been largely based upon my desire to develop a long-term relationship with my clients.
With over 30 years experience in the financial services industry, which has included a number of market corrections, I have found that a conservative investment approach is acceptable for the majority of my clients (including myself). A typical client would be someone with gray hair, has an average net worth and who is looking for retirement and/or estate planning assistance. Typical products would include GIC’s, segregated funds and mutual funds offered from a wide variety of financial institutions. Cost for my services are normally paid by the company whose product is being purchased.
If you are looking for someone with a straight forward, honest approach, then I would appreciate the opportunity to meet with you.
Mutual Funds provided through FundEX Investments Inc.
