As a Registered Retirement Consultant (RRC®) with over 15 years of experience, myself and my wife Stephanie own and manage a comprehensive planning practice concentrated in Ottawa/Outaouais region as well as the multiple communities throughout the Ottawa Valley. Through wholistic retirement & estate planning, we take great pride in helping build our clients' wealth effectively while protecting them against the unknown. Our clients receive a personalized approach to help them set and obtain their financial goals.
Growing up Ottawa Valley (Deep River) I spent my spare time working at and learning about my parents family owned business. My education both from experience & schooling has enable me to develop a business where before all, the client comes first. I am also a proud father of two beautiful girls and as a family we enjoy spending our free time outdoors and being active.
A real financial plan
Can you retire early? Move from the city to the cabin? Real questions that affect your financial situation require real answers. As life changes, a real financial plan adapts with you.
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