Our Mission is to help you solve your future problems BEFORE they happen. We believe that life is a journey to be enjoyed and not a race to be finished.
• Your personal and business information will be kept confidential.
• Your interests are paramount.
• Each of you is an individual so you deserve an individual plan suited to your needs.
• We have no “quotas” or “goals” so we work at getting you what products are BEST for you from the best sources.
My wife, Anne, and I have been residents of Ottawa for over forty years. Community involvement has always been an important part of my life. I am a past President of the South Ottawa Kiwanis Club. I served for twenty years as a board member of Serenity House of which I served as President of the Board of Directors for fifteen years. I am still active in helping them run their annual golf tournament. I also received a Community Service Award Plaque from the province of Ontario for outstanding community service in 1986. I received my underwriting licence in 1980 and my mutual funds licence in 1993. My CPCA Certificate for working with seniors was earned in 2004.
Along with my husband Michael, I have resided in Manotick since 2002. I graduated with a Bachelor of Social Work degree with Honours. I have had a successful international social work career in both New Zealand and the USA which I loved. I have enjoyed raising my three beautiful children. I consider it a blessing to be able to work alongside my father in the Financial Industry. I earned my Full Life Licence in May 2011. My involvement in the community has included serving on the Board of Directors for the Manotick Co-operative Nursery School for five years, volunteering in my children’s school, Managing my children’s hockey teams and co-ordinating the Manotick Neighbourhood Watch Program with Michael. I feel that my varied skill base serves me well in hearing what you, the client, is saying and in helping you customize and prioritize a plan to meet your changing needs.