The designations behind my name are meant to give you confidence that I know my business. It’s been said that learning is a life-long process in which case I must be really old. All kidding aside, I have enjoyed every minute of it – all the long hours, endless reading and exams. Why? Because it has prepared me to better meet (and hopefully) exceed the financial investing and insurance needs of people like yourself – people who work hard for their money and want to see it invested wisely. My training has also enabled me to assist clients in planning for various stages in their lives – financial, retirement and estate.
I have been in this business since 1987. Throughout this time, I’ve produced good results for my clients (read what some clients have to say), some of whom were nearing retirement and counted on every penny, some who were seasoned investors and others who were new to investing. And I’ve also had the pleasure of seeing many clients properly protected with insurance products – not too much, not too little, but just right (hmm, reminds me of reading Goldilocks and the Three Bears to my children and grandchildren).
And when I’m “off duty” I volunteer for causes I’m passionate about. Some of my friends and colleagues call me a professional volunteer and that’s ok – I’ll proudly wear the hat because I believe that helping people is important in life. I have been a member of First United Church since about 1980 and more recently, am a member of their Finance Committee. Community projects include work with the Family Violence Relocation Program and Kiwanis Club of Waterloo North. Professionally, I am a member of Advocis, the professional association for Financial Advisors, occupying a Board position for over 15 years.
If you like, tell me your situation and I’ll explain how I can help you get a realistic return on your invested dollars and keep you and your family protected financially.