GOODALL & PETERS FINANCIAL ADVISORY GROUP
This number may include years as a financial advisor, and/or experience as a registered representative.
Areas of focus
- Investment Management
- Wealth Preservation Strategies
- Tax Planning Strategies
- Retirement Planning Strategies
- Business Retirement Plans
- Estate Planning Strategies
- I am an advocate of physical fitness, reading and the occasional beach vacation.
- I enjoy attending and participating in our childrens' activities and walking our chocolate lab.
Awards & recognition
- FIVE STAR Wealth Manager, 2014-2021
Certified Financial Planner
- Mc Master University 1987, Commerce Finance and Marketing