ADVISORNET

As a professional Chartered Accountant, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs... My goal is to assist you in recognizing and prioritizing your goals and implementing a financial strategy to realize them. Once the strategy is implemented, our focus will change to the ongoing monitoring of not only the investments selected but also the reevaluation of goals and their priorities... You've worked hard for your money, so controlling your risks and minimizing taxes is important. We understand that too. We know that your financial objectives are very personal, so we'll help you make the most of your investments to achieve your goals and secure the future you dream of.

Also known as: Lakefront Financial

Primary location: Oshawa