• More than 15 years experience as a Financial Services Advisor under the banner of Investia Financial Services Inc. with an in-depth knowledge of the tools to help you develop a strategy for a solid and healthy financial future.

  • A deep and multi-faceted understanding of Investment Planning, Risk Management, Tax Planning and Budgeting with an ability to develop an investment portfolio that responds to the needs and financial well-being of every client.

  • A well-earned reputation for top quality service with an ability to listen and respond to the needs of clients and a commitment to review and adjust financial plans in accordance with changing circumstances.

  • More than 30 years of experience in accounting and bookkeeping with an emphasis on small and medium - sized businesses.

  • An extensive expertise in all Tax Services : Personal Tax Preparation and Tax Recovery with a proven ability to resolve various and outstanding problems a client might encounter with the tax authorities.

  • Outstanding skills in Tax Planning and Corporate Tax Preparation including GST and PST returns.

  • The required skills and experience to help you establish and expand a small business and to successfully navigate the rules and regulations inherent and relevant to any business development.

  • Authorised to deal in Mutual Funds by the Ontario Securities Commission and the Autorité des Marchés Financiers.

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