I do my very best to understand what is most important to you and your family. With that knowledge, I can provide you with options and solutions to help you achieve your goals and realize your dreams.
For the past 30 years working as an advisor, I have helped both individual and business clients put together investment plans that are realistic and provide the peace of mind they are seeking. I work closely with you to create a personalized investment plan that reflects your personal goals and beliefs. We meet on a regular basis to review and evolve your plan to ensure it meets your ever-changing needs.
As your advisor, I take every opportunity to nurture our relationship. For me, that means informing you about market trends, emphasizing forward thinking and relying on traditional values of hard work and discipline. At Meridian, we only work for you and pride ourselves on always having your back. As your advisor, I take the worry out of your investment planning.
I live in Brantford with my wife and family. In my spare time, I enjoy getting out on the golf course with my daughter, spending time outdoors and gardening/bird watching. Building trust with Members like you is my primary objective. I look forward to providing you and your family with the level of advice and service you deserve.
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
Languages spoken
English