Working closely with people to really understand what they want out of life is not only an important first step in investment planning – it is an integral part of a long-term relationship that helps people achieve their financial goals. I take the time to chat with you and to explore the many options available to help you build an investment plan that will meet your needs.
Over and above being a Personal Financial Planner, learning is an important part of my everyday activities. Given our dynamic markets and the fact that your needs will change over time, I make sure to keep in touch with you and stay informed on what’s happening in the investment world so that I can provide you with top-notch advice and service.
I love living in the Niagara Region and enjoying the many outdoor offerings available in my community, either on the baseball field, the golf course, or out on the water. It’s a pleasure exploring everything the Niagara Region offers.
As a Personal Financial Planner and your neighbour, I look forward to talking to you about how Meridian can help you realize your financial goals.