I consider myself a 'facilitator' helping folks solve financial difficulties.Completion of the MBA and prior BASc led to strong career path in securities analysis specializing in Tech and Mnfg sectors.Crash of '87 fueled creation of own financial services concern and resultant specialty of mutual fund sales, tax preparation, life and disability insurance solutions for conservative Canadian families.Passion outside of numbers has always been golf and hence the MASTERS PIC aboveSpecialties: Tax preparation, financial planning, estate preservationNow Treasurer of Local Rotary Club which keeps neurons active for sure!
Listed skills include Financial Services, Strategic Planning, Securities, Retirement, and 13 others.