Fee Based/Fee Only Financial Planner & Advisor in Ancaster, Burlington, Oakville, Milton, Hamilton, Grimsby, Dundas, Stoney Creek, Brantford, Guelph

I am a fee based financial planner and 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 and preparation in Ancaster, Hamilton, Burlington, Oakville, Milton and Grimsby, Dundas, Stoney Creek, Brantford and Guelph. I am also a licensed mortgage agent and provide mortgage planning and advice. 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!

My Commitment