As a Registered Representative (Mutual Funds) with over 20 years' experience,
I experience life the same as most people. I have a family, a home, a business – and
most importantly, I have a Life Plan. What is a Life
Plan? A Life Plan is a comprehensive financial plan that looks at your life, work and family in order to assess your individual needs. Whether you're
married or single, working or retired, a Life
Plan helps you manage your finances so you can feel secure that you will achieve your goals.
To provide ongoing comprehensive financial planning advice for individuals,
families and companies. Services include:
• Retirement Planning
• Corporate Planning
• Estate Planning
To understand each individual's financial and family situation,
lifestyle needs and goals. To implement a Life Plan to achieve life long financial security and "peace-of-mind" to enjoy life.
• Trent University, B.A. (Economics), 1988
• Life Insurance License, 1996
• Certified Financial Planner (CFP), 1998
• Certified Investment Manager (CIM), 2013
On a personal note...
My spare time is spent with my wife of twenty years, Claudia, and our two busy teenagers, Nydia and Tomas.
Over the years, my family has been fortunate enough to have been involved with (and continue to utilize the services of) several special needs organizations including: Holland Bloorview Kids Rehabilitation Hospital, Kerry's Place Autism Services and Community Living Mississauga. These incredible organizations provide children and young adults with disabilities the tools they need to fully participate in life and we feel blessed to be a part of their community. We are also proud sponsors of Etobicoke Services for Seniors and Hope International.
On a final note, I am an active parishioner of St. Dominic's Roman Catholic Church, a member of the Society of St. Vincent De Paul Toronto Central Council Finance Committee and a diehard LEAFS fan! GO LEAFS GO!!!
My practice is still growing.
Referrals are very much appreciated. Thank you!
Download the Profile Brochure (PDF)