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 design a plan for you to ensure that the assets that you have worked a life time to accumulate pass to those you love and not those you love to hate.

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, 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 required.