We are a Toronto-based Financial Advisor and Certified Financial Planner (CFP) with over 20 years of experience helping individuals and business owners within Toronto and the GTA. Our areas of expertise include wealth management, financial planning, retirement planning, insurance, tax management and estate planning.Our approach involves personally committing to our clients to have a vast understanding of their financial situations and build personalized strategic investment portfolios for individuals. We pride myself on my honesty, integrity and accessibility. As a branch owner, I help guide 27 of the most respected Advisors in Ontario and together we have formed one of the most esteemed Manulife Securities branches in Canada. Helping clients achieve financial security, growth and peace of mind is my primary goal.Full details at http://www.distinctwealthadvisors.ca/
Listed skills include Wealth Management, Strategic Financial Planning, Insurance, Estate Planning, and 18 others.