I have over 15 years in the investment industry. I have honed my wealth management skills over the years by obtaining my PFP (Personal Financial Planner). Prior to the financial industry, I obtained my CA (Chartered Accounting) designation in 1995.
My passion is to examine each financial aspect of my client's individual, family and corporate situation. This includes current and future lifestyle needs, trust and estate structures, business interests, charitable giving and income requirements. Once familiar with your overall situation I work with you to blueprint a financial road-map.