My financial services career commenced at age 21 in 1968 as a sales representative with Manulife. The Chartered Life Underwriter and Chartered Financial Consultant designations followed, but my firm belief is that continuing education is a never-ending process! I strive to establish and maintain win/win working relationships with those who decide to avail themselves of my wide-ranging financial services. Some clients are hungry for information, others just don’t ever want to go hungry. I try hard to please them all. Being an independent advisor is very important to me as my vision is one of working for the client, not for a particular financial institution. This enhances my ability to focus on each individual’s unique objectives and overall situation and make the recommendation(s) that are the most appropriate. Since growing my business is very important, I will always welcome new client relationships. If you would like to meet on a no-cost, no-obligation and no-pressure basis, a call to my office is most welcome. "If you don’t know where you are going, any road will get you there."
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.