Office hours - 9am - 5pm Monday to Thursday
By appointment with flexible times and days
View Personal Bio
My focus from my Home based Office, is working with clients in the Quinte region and all across Ontario. I conduct both in person and Virtually meetings with clients around their busy lifestyles. This business has been an incredible journey for me and my clients since 2002. I take pride is in working closely with clients to understand what is most important to them and their family. My practice is built around Wealth accumulation and Estate Planning from Newborn to Last wishes - my mission is to give clients piece of mind with their finances.