I have over 25 years of experience in the financial services industry. In addition, my wife and I ran our own small business for five years, so I have an appreciation of the challenges and rewards of being self employed. I have been an accredited financial planner for many years, using my knowledge and experience to help clients reach their financial goals.I am committed to:• Nurturing long-term relationships with my clients• Developing an in-depth understanding of their goals and financial situation• Being accessible to my clients where, when and how they would like to meet• Providing ongoing communication about their investments and their financial planUsing a disciplined approach to financial planning, I provide my clients with advice and recommendations on the following topics:• Assessment of your current financial situation and goals• Creation of a customized financial plan• Recommendation of suitable investments• Tracking your progress and refining your plan as necessary• Planning for your retirement, major purchases, and education costs• Implementation of tax efficient strategies for investingAs a member of Scotiabank’s Investment Specialist team, my clients enjoy the peace of mind that comes with working with a leading Canadian financial services provider dedicated to helping the customers attain their financial goals.My interests outside of work include running with the Guelph Victors, downhill skiing, hiking, wine and spending time with family.