CFP, CLU, Ch.F.C, CHS
Certified Financial Planner
with Manulife Securities Investment Services Inc.
Office: 519 675 1177 x 304
Fax: 1 519 675 1331
During my years in the financial services business, I have found what gets me out of bed every morning is helping clients solve financial problems....that they may or may not even be aware of.
I provide them with customized solutions to help them move forward in their financial lives. Over the 25+ years, clients have told me that I have been "a difference-maker in their lives"
By using Live Planning in conjunction with our exclusive Mc2 process, we are able to keep things simple while improving our clients' 'financial success rate". Mutual funds are offered through Manulife Securities Investment Services Inc. Insurance products and services are offered through Selectpath Benefits & Finanicial Inc.
FINANCIAL SOLUTIONS ARE IN OUR NATURE
At Selectpath Benefits & Financial Inc. we understand how financial products can benefit your overall personal and financial well-being. We're very approachable and take the time to answer all your questions so you feel comfortable with your personal plan. We keep it simple and help you achieve financial success by managing your overall portfolio with care.
When it comes to your investments we focus on preserving your capital while taking care of risk management by ensuring you have the right insurance products throughout the various stages of life.
We believe in a live planning approach which puts the personal touch on personal finance - it's all about you. We service a wide variety of clientele in London and the surrounding South Western Ontario area to the Grey-Bruce & Sauble shores. Let us help you because financial solutions are in our nature.