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 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.