My Approach

"My primary goal is to provide clients trusted advice and personalized, income based investment solutions that focus on their long-term success".

My Process

My advisory process is at the center of how I deliver on my commitments to you and I involve you every step of the way. Taking the time to do this will ensure we work together to determine what matters most and deliver solutions that are aligned with your needs.

 

Newsletter Signup

This e-mail address is being protected from spam bots, you need JavaScript enabled to view it

Important Information | Privacy Policy | Legal | Security | Adobe Reader
Copyright ©2017 The Bank of Nova Scotia. All Rights Reserved.
Web services provided by The Iconic Group


® Registered trademark of The Bank of Nova Scotia, used under licence. ™ Trademark of The Bank of Nova Scotia, used under licence. Scotia Wealth Management™ consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank®); The Bank of Nova Scotia Trust Company (Scotiatrust®); Private Investment Counsel, a service of 1832 Asset Management L.P.; 1832 Asset Management U.S. Inc.; Scotia Wealth Insurance Services Inc.; and ScotiaMcLeod®, a division of Scotia Capital Inc. ("SCI"). Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of SCI. Insurance services are provided by Scotia Wealth Insurance Services Inc., the insurance subsidiary of SCI. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Underwriters (Financial Security Advisors in Québec) representing Scotia Wealth Insurance Services Inc. SCI is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.