I'm a Certified Financial Planner (CFP) , Financial Management Advisor (FMA) , Financial Divorce Specialist (FDS), a Certified Professional Consultant on Aging (CPCA) and I hold my Chartered Investment Manager designation (CIM).  I offer true fee only financial planning advice. I have been in the financial services industry for over 21 years; I have worked for small and medium sized financial services companies and most recently with a large Canadian chartered bank.

I can help you determine if you are on track to meet your goals and objectives. I can produce for you a written financial plan that clearly outlines what is needed for you to reach your goals and objectives. I can review your historical statements and tell you exactly what your historical rate of return has been, how much you have invested and how much you have withdrawn.

"Financial planning an unregulated profession"

From Canada.com - Published, Apr 2. 17, 2012

"The flaws in Canada's financial adviser system"

From Saturday's Globe and Mail - Published, Feb. 17, 2012

"Ten ways you can avoid being fleeced"

From The Ottawa Citizen- Published, Mar. 12, 2012

I specialize in working with clients that want to protect their wealth and transfer it tax effectively to their loved ones. I can help you avoid the possible pit falls of dealing with a commission sales person, I can show you how to reduce the fees you pay, and offer true unbiased advice and charge an hourly rate, with no sales pressure.

I also work directly with several experienced and fully qualified investment advisors that can help you implement your personal financial plan and facilitate any product purchases if required.

If you are interested in learning more about the services I offer I invite you to contact me to arrange for a 15 minute complimentary phone consultation in order to determine if I can provide you with the service and advice you are looking for.  

If you represent a Group, Company, Organization or an Advisor looking to use my services please contact me to determine my discounted pricing structure for groups and contracted advisors.