My financial career began in 1996, in Toronto, Canada at Berkshire Securities Inc. Moving from Canada to the United States in 1999 provided me the opportunity to fulfill a dream, by making a significant investment in the lives of others less fortunate by serving in local organizations with my time and talents.
As a Financial Planner, I help individuals, couples and families pursue the growth of their assets for the long term. I take this mission very seriously and work closely with my clients in order to recommend the appropriate products and services to help pursue their unique goals. I have the skills, knowledge and experience to match your investment portfolio with your risk tolerance, time horizon and investment objectives, while also suggesting alternatives to seek protection for your assets.