Address160 Broadway St
Tillsonburg, ON N4G3P8
My BackgroundI’ve been in the financial industry for over 20 years, having achieved my Personal Financial Planning designation in 2002. I have focused the last decade partnering with high net-worth families from the rural & farming area of Southwestern Ontario. Utilizing the deep resources offered through Nesbitt Burns and working with accountants and lawyers, my clients receive personalized Wealth and Financial Planning advice to capture the maximum outcome for their retirement as well as their farm/business succession, tax & estate planning.
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