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Bio

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Credentials

  • Certified Financial Planner (CFP); Chartered Life Underwriter (CLU)
    -

Experience

    • Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU)
      • Mar 1993 - Present
      • Burlington, Ontario

      Over 45 years experience in the Financial Services Industry serving the financial, investment and insurance needs of individuals and business owners/executives.

    • Banking
      • Jul 1967 - Aug 1992

      Rose through the ranks and had a number of branch manager and assistant Manager posiitons.

Education

  • 1964 - 1967
    Downsview Secondary
  • 1964 - 1967
    Downsview Secondary School, North York

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