Estate Planning

I am dedicated to working with my clients to understand their personal financial goals, develop sound financial strategies and create a successful plan to obtain those objectives. This will enable you as a client to achieve what is of greatest importance to you. Whether your objectives favour capital appreciation, income, or both, I can tailor a program to fit your specific needs.

Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., Other products and services are offered through Fraser McDowell.