Our Team

I am committed to helping my clients understand the investment opportunities that are available today. My belief is that each client requires personal attention for their unique needs. A customized financial plan is created for you to ensure that your future financial goals are met. My experience allows me to create portfolios that are flexible to meet to your short-term needs but disciplined to maximize long-term returns.

My team comprises of one full-time Investment Services Associate, Sharon Dammann, and one full-time Marketing Assistant, Baijul Shukla. In addition to these members I also work closely with Hank Cunningham, Sr. Vice-President, Blackmont Capital and author of In Your Best Interest: The Ultimate Guide to the Canadian Bond Market and Peter Fortune, Estate Planning Specialist.

Having a knowledgeable and capable team allows me to spend more time with my clients. My team is dedicated to providing you with excellent service.