Certified Financial Planner®
Investment Funds Advisor – Investia Financial Services Inc.
On a professional level, I have been in the financial services industry since 1992, after graduating from Wilfrid Laurier University. I hold the Certified Financial Planner® (CFP) designation awarded through the Financial Planners Standards Council and the Elder Planning Counselor (EPC) designation through the Canadian Initiative for Elder Planning Studies. I am a member in good standing with the Canadian Institute of Financial Planners and the Registered Deposit Brokers Association. In addition to achieving my CFP and EPC designations, I have successfully completed the Mutual Funds Course, the Canadian Securities Course and the Life Insurance Course. Since joining Money Concepts in 1995, I have been named to the acclaimed President’s Club and Chairman’s Club.
In 2003, I became the owner of the Orangeville Money Concepts office, taking over from the founder who started the business in Orangeville in 1988. At that time, the business became incorporated under Lismar Financial Corporation and today proudly operates under that name and the umbrella of our parent company, Investia Financial Services Inc.
As a CFP, I help to make your plans a reality. I want to know and understand you. What are your values? What are your dreams, your ambitions? By talking with you and listening to you, I will be able to propose an action plan based on what you want, what defines you.
I am strongly committed to continuing education in order to provide current and relevant information to my clients. My personal goal is to eliminate the confusion and stress associated with managing your financial affairs and I will do so through education, dedication and a unique process that begins and ends with you, the client.
“My personal goal is to eliminate the confusion and stress associated with managing your financial affairs and I will do so through education, dedication and a unique process that begins and ends with you, the client.”
On a personal level, I have lived in Orangeville my entire life. Contributing to the well-being of the community in which I live, and raise my children, is very important to me. I actively volunteer with various organizations benefiting local community members and associations.
