- About us
- About You
- What we do
CERTIFIED FINANCIAL PLANNER® professionals can provide you with comprehensive wealth management advice to help you achieve a more secure financial future.They have completed extensive course work, passed rigorous examinations and fulfilled stringent experience requirements. They must also serve their clients while employing the highest ethical standards. (See the web link below to the Financial Standards Council Website for more information on the CFP designation.)
Although I have clients throughout south central Ontario, the majority of my clients are located in the cities of Brampton, Mississauga, Oakville, Toronto West, Etobicoke, North York, Vaughan, Milton and Caledon.
Contact me today and put my 28 years of experience advising clients to work for you in helping you reach your life's goals.
FP Canada grants the CFP® designation to financial advisors who meet the stringent requirements.
My two areas of specialization include:
1.) Retirement income planning for retired individuals and people close to retirement so you may enjoy a fulfilling and worry free retirement without concerns over how to fund your retirement income needs.
2.) Planning for Small Business Owners including risk protection and retirement solutions, group health benefit and group retirement plans and succession planning.