I am a Certified Financial Planner® and offer fee only financial planning services (complete plans or on a segmented basis). I pride myself on unparalleled service and performance. I am committed to providing unbiased advice and prudent strategies for managing your financial well being. My services are always tailored to your unique needs. I provide estate planning, risk management (life, health, critical illness, disability, long-term care insurance), cash flow analysis, investment management, retirement planning, retirement income management, and tax planning in Ancaster, Hamilton, Burlington, Oakville, Milton and Grimsby, Dundas, Stoney Creek, Brantford and Guelph. I have considerable experience with mortgages which is very useful in the financial planning process. Using a fee-only approach allows me to serve you without compromise. I can provide financial solutions that align the clients and advisors interest with an eye on lower costs and fee transparency (see Pricing Options for more information). I do not work for a bank or large investment firm so I do not benefit from recommending company specific products or a particular course of action. I have a fiduciary duty to put your best interests first, my reward is your success and referrals!
As a Certified Financial Planner (CFP®)I have to maintain a consistent record of continuous education and adhere to a code of ethics to maintain my status (more about the CFP® designation here).