I have 43 years experience working with 3 different major Banking Financial Institutions. Throughout all those years I have held numerous positions within the banks such as Personal Banker, Mortgage Manager, Small Business Manager, Personal Banker Private Wealth and Branch Manager to name a few. I have enjoyed every minute and my greatest pleasure is providing sound Financial Advice to all clients, both Individual Personal Clients or Small Business Owner’s.The scope of my advice will be begin with a Personalized Financial Plan, validating the plan, and examining a complete offering of Investment Solutions, so that the financial plan can be realized. To protect the financial plan from any potential risks, we look at a complete offering of Insurance Solutions, ensuring financial peace of mind.I must say that I am looking forward to providing clients with an Independent view of Financial Advice and Solutions.
Listed skills include Mortgage Lending, Financial Services, Small Business, Banking, and 15 others.