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Happy Family

RETIREMENT & ESTATE PLANNING SERVICES

For Individuals & Small Businesses

BIOGRAPHY

A History of Client Service

I have worked in Canada's financial services industry since 1996, assisting individuals, families and small business owners from Kingston, Ontario and across the country. From strategic wealth creation and preservation methodologies to customized, tax-efficient estate transfer plans, my focus is always on delivering a positive, results-driven relationship with clients. I’ll work with you to build a financial plan that's custom-tailored to fit your needs, now and in the future. ​​  

Happy Couple

PRODUCTS & SERVICES

  • GICs & High Interest Savings Accounts

  • Annuities

  • Segregated Funds

  • Mutual Funds

  • Alternative Mutual Funds

  • Exchange Traded Funds

  • Life, Disability, Critical Illness Insurance

  • Professional Wealth Planning using Conquest

Young Family with Pet Dog
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