As an independent Financial Advisor, Certified Financial Planner (CFP), and Elder Planning Counselor (EPC), with over 26 years of experience, I still get excited about helping my clients enhance, manage, and protect their wealth. Specializing in Retirement Income Planning, I primarily help clients who are 5 - 10 years from retirement who want a "work-optional" lifestyle, and clients who are recently retired who want me to put all their pieces of the financial puzzle together so they can sleep well at night.
I take a comprehensive, holistic approach to financial planning which provides my clients with clarity, simplicity, and peace of mind. Let's have a chat about our Financial Life Blueprint Process and how you will benefit.
Wouldn't it be nice to work with someone you can trust to help you reach your important financial and life goals? Someone who will have your best interests in mind with every recommendation? Someone who is knowledgeable and experienced, and will work with other professionals to make sure things are done properly? That's me.With me, it's all about you. If you want to achieve the peace of mind that comes from securing your financial future then we should get together. Call me at 613-836-0303 or send me a note so we can arrange a complimentary, no-obligation appointment. Let's see if there is a good fit.
I am married with two daughters (both in their low 20's) who constantly surprise, inspire, and bring joy to their parents.
Ferris is a very active 3 year old mini-tiny golden doodle. He is a perfect fit for the role of Chief Fitness Officer as he takes great pleasure in somehow making everyone around him want to go out for a walk or run - regardless of the weather. He began his time in the office with dark chocolate/brown hair but has quickly taken on a more distinguished gray colour to better reflect many of our clients (and the human who works beside him in the office).