My style is holistic. Your finances are only one part of your life but they need to be viewed in context when looking at all aspects of your life.
I believe in educating clients.
I believe in helping clients achieve their dreams.
I believe that customer service is still in style.
For over 27 years, I worked for two of Canada’s largest retail banks and an insurance company helping clients build and manage their portfolios so they could achieve their goals. For the last 10 years I have been building my practice.
Let’s work together to guide you to a better financial future. It’s my passion.
RBC Royal Bank
57 miles
Have dealt with this branch of RBC for approximately 30 years and it has been positiv...
PACE Credit Union Shelburne
69 miles
Hi , wanted to drop a line saying. How positive my banking is with pace, I find the s... Sun Life Financial
1 km
CIBC ATM
18 km
BDO Canada LLP
18 km
CIBC Branch & ATM
18 km
I enjoy to go to this branch as the staff are amazing. Really informed and customer ...
TD Canada Trust
18 km
I have banked with TD Canada Trust for 17 years and 13 of those years at this locatio... Shaun Sahadeo - TD Financial Planner
18 km
"At TD Wealth Financial Planning, we're committed to helping you build the c...
Hawk Shop
19 km
They sold me a fake silver chain, I requested to see them test it with acid and was a...
Scotiabank
19 km
Excellent, friendly staff. Really helpful with complicated transactions. They made my... Western Union Financial
19 km
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