I have been a financial planner professional at Investors Group for over 35 years and a CFP professional since 1987. As a practice we have always focused on the success of clients and their families and continue to identify solutions to help them reach their goals and aspirations. In doing so, we strive to service with the highest standards and promptness.
Having extensive expertise in financial planning, tax, estate and insurance planning, I often work with corporations, hospitals and non-profit organizations, including the Canadian Association of Gift Planners in both 2014 and 2015.
I support many charitable causes and in my spare time, enjoy time at the lake with my spouse Pat and our four sons. I also spend many hours on the golf course and have done so all my life.