With 25 years of experience helping people plan their financial lives, the one thing I have learned is that successful planning is both an art and a science. The art revolves around engaging in deep conversation to genuinely hear what you are hoping to achieve. The science is about using my in-depth investment knowledge and accessing the full range of investment solutions and services available through Meridian to help you better meet your financial goals.
Whether you are seeking a route to a comfortable retirement or getting your kids through college, there is a wide range of options for us to consider when working together. I am committed to continuous learning, which helps me stay current with market changes and challenges. This, coupled with my expertise as a Certified Financial Planner, provides me with the ability to match your needs with the most effective solutions.
I recently moved to Port Colborne from Cornwall. My community experience in Cornwall included working with the Agape Centre Food Bank, Kinsmen Soccer, and Lions Basketball, as well as acting as Choir Director for my church. These roles offered many personal rewards, and I am always pursuing new ways to give back to my community.
As a Meridian Wealth Advisor and your neighbour, I look forward to talking to you about how I can help you realize your investment goals.