I am a financial planner with over 23 years of experience. I love to work with individuals, families and businesses to assist in achieving financial independence. Along with building and preserving financial assets, I encourage people to protect what they've built. An important aspect of financial planning involves being properly insured in the case of death, critical illness or accident.

I specialize in private and alternative investments. I believe a balanced portfolio includes a mixture of traditional assets (bonds, stocks, mutual funds and GICs) but also may benefit from alternative investments and private securities, my niche speciality.