As your Financial Security Advisor, I am licensed by the Province of Ontario to act on your behalf and assist you with any transactions involving various financial institutions. My qualifications to act in this capacity include professional designations of Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Chartered Financial Consultant (CH.F.C.) as well as my business experience acquired since beginning my financial services career in 1978.
As a full member in good standing of The Financial Advisors Association of Canada (Advocis) I adhere to and abide by their Code of Professional Conduct. As well, since Canada has launched a Do Not Call List (DNCL) I adhere to and abide by those guidelines. I'm an active member of the Estate Planning Council of Toronto as well as a past member of both the Toronto CLU Board and the Advocis Board of Directors (Toronto Chapter). I specialize in Wealth Accumulation, Business Succession Planning, Retirement and Estate Planning. My primary clientele are business owners and senior executives of public corporations.
My wife, Debbie and I have been happily married since 1984. Debbie is an Educational Assistant, at a school near our home. As well, we have two wonderful sons. I enjoy playing squash regularily as well as skiing in winter and golf when I find the time. I'm a baseball fan and have a sincere interest in wine and winemaking.