Retirement planning, investment management, tax planning, and estate planning

Professional Qualifications

  • Certified Financial Planner™
     
  • Certified Management Accountant
     
  • Bachelor of Business Administration, with a major in accounting
     
  • Past president CAFP Atlantic chapter, and former member of CAFP National Board of Directors  (Canadian Association Of Financial Planners)
     
  • Member of Halifax Estate Planning Council
     

Professional Experience

  • Providing financial advice since 1979, including:

    • - Accounting and treasury management.

    - Income tax team of a well established international firm of Chartered Accountants.

    - Managed a $30 million corporate investment portfolio at a food service firm in Toronto, Ontario

  • Since 1993, has been a full-time financial planner
     
  • Regularly conducts seminars for business, government, professional associations, labor organizations and charitable groups.
     
  • Conducted a session on "Financial Planning Issues for Business Owners" at the 1999 CMA-Nova Scotia Fall Conference in Halifax.
     
  • Instructor for the annual "Personal Income Tax course" for CMA-Nova Scotia in Halifax in 1998.
     
  • Past columnist in CMA-Nova Scotia quarterly newsletter, on topics of interest to business owners and their accountants.
     
  • 2001 guest financial commentator on ATV's "Breakfast Television". Former guest financial commentator on the 920 CJCH weekly phone-in radio program "It Is Your Money" in Halifax.
     

Preferred Area of Practice

Assisting successful professionals, business owners and retirees with wealth accumulation and wealth preservation. Dedicated to providing the highest level of service and financial advice to clients.

Focus is on determining the goals and objectives of the client and finding the most effective ways to achieve those goals.
 

Personal and Community Involvement

Resides in Bedford, Nova Scotia, with his wife, Jan, and their three children.

Actively involved in volunteer community activities, including being a past registrar of the Bedford Soccer Association.

 

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