CFP, CLU, Ch.F.C, CHS
Certified Financial Planner
with Manulife Securities Investment Services Inc.
Office: 519 675 1177 x 304
Fax: 1 519 675 1331
During my years in the financial services business, I have found what gets me out of bed every morning is helping clients solve financial problems....that they may or may not even be aware of.
I provide them with customized solutions to help them move forward in their financial lives. Over the 25+ years, clients have told me that I have been "a difference-maker in their lives"
By using Live Planning in conjunction with our exclusive Mc2 process, we are able to keep things simple while improving our clients' 'financial success rate". Mutual funds are offered through Manulife Securities Investment Services Inc. Insurance products and services are offered through Selectpath Benefits & Finanicial Inc.