My focus is on long-term investing and prudent tax planning for a secure future.
Financial Planner since 1992. Accent on building individual portfolios to satisfy current and future financial needs and wishes.
Certified Financial Planner (CFP)
11 years experience in radio sales and management. (1980-1991)
Solid background in accounting as financial director of a multi-million dollar senior citizen's complex. (1975-1980)
Long-term investing complemented by experienced tax planning.
Making complex tax and investment matters easy to understand.
Providing top quality service and financial advice.
Tailoring investment portfolios to each client's current and future financial needs and risk tolerances.
Resides in Colby Village, Dartmouth, Nova Scotia with his wife, Pam and their three children.
Actively involved in Colby Village Gentlemen's Slow-Pitch League as a sponsor, player, and
past League Treasurer.
Pursues a keen interest in curling as a participant and spectator.
*Disclaimers & Legal information available
here
.