I work closely with both individuals and small companies to develop client focused financial plans for savings, retirement, insurance and investments.
I am enthusiastic to work with clients to set and achieve realistic financial goals. Succeeding to reach a client’s goals is done through a planning process that is informative, strategic and diversified.
I offer a wide range of financial services including: life, disability, and critical insurance, tax effective and diversified investment planning.
* This individual is registered with Portfolio Strategies Corporation.