Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
50
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 Series 65 Series 63

Education

  • Bachelors Degree in Economics, Sir George Williams University, Concordia University, Montreal Canada

Interests

Hobbies include political activities, reading, good conversation, and sports. I grew up in Montreal and have an affinity for the Canadians and the old Montreal Expos. I am a converted Marlins and Dolphins fans.

I have been married for 41 years and have 3 adult children and one grandson.