As you get to know people, the one thing you quickly realize is that everyone has an interesting and unique story to tell that makes up who they are and what they want out of life. I feel it is important that our Members know what investments they own and how they fit within their investment and retirement plans. My involvement in the financial services field spans over 3 decades and as a pro-active genuine partner, I offer relationship based advice to provide realistic solutions to ensure peace of mind.
Maintaining a high standard of knowledge and professionalism is important to me, which is why I value my Certified Financial Planning (DFP) designation including the commitment to continuing educational requirements as a member of the Financial Planners Standards Council.
Local involvement and community spirit are also key to my life. Over the years, I have served with the Kinsmen, Lions, and Kiwanis in the Grey Bruce region, and I am currently a Director and Treasurer of the Shallow Lake Senior A Hockey Club. I am also a past Director of the Grey Bruce Regional Health Centre.
As a Meridian Wealth Advisor and your neighbour, I look forward to talking about all the ways Meridian can help you live and retire well.