Vice President, Wealth
CurrentWorking with a combined team of 65+ Investment and Insurance professionals (we call them "Coaches"), along with a dedicated team of over 15 Administration and Compliance experts to grow AND protect prosperity in southwestern Ontario. We are proud to be entrusted with multiple billions of our Owner's assets, and strive to provide great guidance and prudent advice, with the ultimate goal of inspiring financial happiness.The fundamental concepts to grow and protect your wealth are relatively simple. The hard part is that human behaviour often gets in the way. Discipline, and good investment behaviour is almost always going to be more important than fund and/or security selection. Our Coaches work incredibly hard in our branches every day to build plans with our Owners, and to filter out the "noise" of day-to-day life so that our Owners can be more successful in the areas of their lives that are most important to them. Decisions about your financial life shouldn't be made in a vacuum. We'd love to help.
