Profile

As a CERTIFIED FINANCIAL PLANNER^® Professional, I am committed to protecting your best interests and helping to develop, build and achieve your FINANCIAL PLAN and life goals.

As a member of Canfin Wealth Management, I have joined forces to provide comprehensive and integrated wealth management advice to small businesses and their employees, professionals and individuals.

I am glad to help you by offering the following services:

• Mutual Funds for RRSPs, LIRAs, RESPs, Investments, RDSPs
• Small & medium business group retirement plans
• Risk management solutions -  life insurance, mortgage insurance, critical illness insurance, & disability insurance
• Small and medium business group health benefits insurance plans, and buy-sell insurance

My relationship with Canfin Wealth Management also allows me to be One source for multiple services, as your situation requires. This gives you an integrated best-picture solution to your overall financial plan, unlike your current “shotgun” approach, where your providers are not working together on your integrated individualized financial plan.

I will facilitate access to other In-House specialists, such as:

• Tax preparation specialists
• Estate Planning experts  (wills, power of attorney,  partnership agreements, buy-sell agreements for small business owners & partners)
• Mortgage professionals
• Business Consultants

I have over 25 history years in the Canadian manufacturing industry as a small business owner, so have firsthand knowledge of the benefits and hardships of running your own small business. This has become my main area of expertise, and I get great satisfaction in helping you put your goals in place, while also making sure what you have achieved is properly protected.

Through Canfin Wealth Management, I am committed to these Core Values which cover these 5 principles:

1. Consistent application of our qualified approach to wealth creation, preservation, distribution and management.
2. Excellence in client service.
3. Comprehensive services through a closely linked group of expert service providers,
4. Remain independently owned and operated.
5. Committed to being a good corporate citizen by adhering to the triple bottom line:  sustainable business, environmentally friendly business, and ethical business operations to make stakeholders proud to associate with us.

My professional approach is to be your trusted financial advisor counsel planning a detailed road map helping you in achieving your financial plans and goals.

The 6 step process to helping you to achieve your financial plan:

1. Identify your values and goals.
2. Establish your financial planning objectives.
3. Gather, process, and analyze all relevant information.
4. Develop your detailed financial plan.
5. Help you implement your financial plan.
6. Monitor your financial plan and make changes as and when necessary

Canfin Wealth Management Mission Statement: "To serve our clients through knowledgeable, trusted and professional advisors providing comprehensive financial advice, quality products and outstanding service."

Serving as a financial advisor in the Mississauga, Oakville, Milton, Georgetown, Burlington, Etobicoke, Toronto areas – and more..