Fresh out of university in August 1987, I began this journey thinking I would change the world. It didn’t take long to figure out that I didn’t know what I didn’t know. So, I committed to learning my profession from the ground up and by doing only what I knew confidently I could do very well.
Some 32 years later, I am still a Financial Services Advisor, a broker and an entrepreneur. I learned one important thing long ago and that was to do only what I knew I could do confidently. And, with that mindset, I have helped many families and businesses with their planning needs, from basic family financial planning to more complex corporate succession and estate planning issues. I am very hands-on and work with only a small group of clients to ensure they always get what they need from me. My business grows simply by referral and word-of-mouth promotion, and has for the past 20 years.
It would be a privilege to discuss your planning needs and help you get to where you need to be.
