When it comes to your financial security, you must demand a professional who is recognized among the very best. As a Fellow of the Canadian Securities Institute (FCSI), I have been awarded the Canadian Securities Institute's premier designation, which indicates fulfillment of the most rigorous requirements of education, experience and ethical conduct.With a background in economics and accounting, in addition to over 20 years experience in the financial services industry, I have succeeded in establishing and maintaining effectiveclient relationships with individuals who have diverse investment needs.Whether your needs include retirement savings, regular income or estate planning, wealth management is a long-term proposition. To succeed, you must be able to trust the advice you receive along the way, trust that is based on performance, service and professionalism. I believe in the importance of working with each client to clearly identify his or her investment goals and objectives. As your Financial Advisor, I will be dedicated to making recommendations that are best suited for the economic and market conditions and most importantly, for your needs and objectives.
Listed skills include Estate Planning, Portfolio Management, Financial Advisory, Securities, and 12 others.