With over 35 years in the financial services industry, and as a Certified Financial Planner, I can relate to my clients financial needs and concerns as they work towards financial independence, wealth creation, and estate preservation.
After 20 years of working for several trust companies and a chartered bank, I started my own financial practice in 1989. I have watched this office grow to include a team of 6 qualified financial advisors, as well as 4 support staff. The Burlington office is somewhat of a family business with my wife Mary, and our sons, David and Robert all working together. To ensure that this office can continue to look after our clients needs long after our working career is over, Mary and I have established a succession plan through partnering with Joe D'Aurizio, also a Certified Financial Planner and Certified Management Accountant.
My strengths include an ability to listen to my clients, quickly understand their concerns and needs, provide guidance, and thoroughly explain what it will take to achieve their goals. I strive to keep up-to date on economic issues that can have a profound effect on my clients financial well being. I have learned that investing takes a certain discipline and requires patience and perseverance.
The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of DundeeWealth Inc., its subsidiaries, or its affiliates, including, but not limited to Dundee Securities Corporation, Dundee Private Investors Inc. / Ltd., Dundee Insurance Agency Ltd., Dundee Bank of Canada and Dundee Mortgage Services. This website is not deemed to be used as a solicitation in a jurisdiction where this Dundee representative is not registered.
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