I provide independent financial advice to ensure that every financial plan I prepare for a client is tailored to their individual circumstances and goals.
I value a client's trust above everything else and once a client makes a decision to work with me, I continually work hard to deserve their trust.
My primary goal is to ensure that all key aspects of each client's financial plan are addressed in a manner consistent with professional financial planning practices.
* This individual is registered with Portfolio Strategies Corporation.
Mutual funds and Exempt Market products are offered through Portfolio Strategies Corporation. Other products and services are provided through Abacus Wealth Management Inc.