What We Do & How We Do It*

I see each of my clients as individuals so each investment solution should be unique. I will use financial planning, retirement planning, estate planning as the need dictates. Because I believe the investment strategy is meant to be clear, concise and simple, I keep the focus on my clients unique needs and tailor the process to what they need specifically. There are no generic solutions.

I believe a relationship is how you really know what the individualís goals and dreams are and through dialogue we decide on an investment plan to achieve those goals. I want my investment proposals to work for my clients in reality and not just in theory. I believe in taking the time to understand what it is they want to achieve and realistically look at the resources available to make their dreams reality.

My relationship based service approach really is about focusing on my clients as individuals. It isnít about putting people into one model or strategy. It is about creating an environment of dialogue, education and coaching. It is focused on a mutual trust and understanding of who my clients are and who they want to be.

I think there are many pathways to reach a goal, my focus is on finding the one that will give my clients the greatest probability for success.

Service Commitment

I make every effort to answer the phone, be available to meet and promptly and timely resond to inquiries. Together with my Senior Associate, Kadi Murray we work hard together to facilitate an easy and seamless day to day experience for our clients.

Tools

  • Financial Planning
  • Retirement Planning
  • Will/Estate Planning
  • Education Planning
  • Tax Planning
  • Wealth Preservation
  • Insurance Solutions

Investment Options

  • Guaranteed Investments
  • Bonds
  • Preferred Shares
  • Stocks
  • New Issues
  • Mutual Funds
  • Flow Through
  • Options
  • Insurance

Team of Experts

If the need arises I can call upon the Marchese Group for specialized insurance solutions, Scotia Wealth Management for expertise in lending needs, and Scotiatrust for Will and Estate Solutions.


*Services provided by partners within Scotiabank. For details please see disclaimer.

 

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® Registered trademark of The Bank of Nova Scotia, used under licence. ™ Trademark of The Bank of Nova Scotia, used under licence. Scotia Wealth Management™ consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank®); The Bank of Nova Scotia Trust Company (Scotiatrust®); Private Investment Counsel, a service of 1832 Asset Management L.P.; 1832 Asset Management U.S. Inc.; Scotia Wealth Insurance Services Inc.; and ScotiaMcLeod®, a division of Scotia Capital Inc. ("SCI"). Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of SCI. Insurance services are provided by Scotia Wealth Insurance Services Inc., the insurance subsidiary of SCI. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Underwriters (Financial Security Advisors in Québec) representing Scotia Wealth Insurance Services Inc. SCI is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.