Our Team

I take my responsibilities to all my clients seriously and always place their interest's first. We meet on a regular basis to review financial strategies and evaluate our progress. My 25+ years of business experience have taught me the importance of sound financial planning in achieving goals.

It is my belief that goals must be written and monitored regularly to achieve success.

My clients expect me to guide them in the development and implementation of a sound financial plan.

To do this I must understand your financial situation, your goals, risk tolerance, tax status and any personal matters affecting your financial well-being. Together, we will develop a plan designed to achieve those goals. Then we will implement those plan.

Investment Planning Counsel of Canada has put at my disposal many tools and products to assist me developing and implementing plans for my clients. IPC is continuing to develop innovative ideas and products so that I can better serve my clients.

I am a member of the Canadian Association of Insurance and Financial Advisors (ADVOCIS), and the Canadian Initiative for Elder Planning Studies (CIEPS). I continue to upgrade/update my knowledge by attending seminars and courses so that I can bring forward unique solutions for my clients.