Since 2003, I have worked as a financial planner and investment advisor to make a difference in the lives of my clients and their families. I help clients to clarify the options, risks and trade-offs required in making financial plans which are integrated with their life goals.
My clients include both active and retired business owners, senior managers, medical professionals and seniors.
Over 15 years ago, I chose to join PEAK Financial Group, a firm which like me, values integrity and independence above all. I manage my own branch practice and PEAK provides the systems and a platform to access financial markets and mutual fund suppliers.
I have earned the designations of Chartered professional Accountant (CPA, CGA), Chartered Investment Manager (CIM), Certified Financial Planner (CFP) and Registered Trust and Estate Practitioner (TEP).
I hold a full securities license and am licensed as an Investment Advisor in Ontario and British Columbia. This allows me to provide a full range of investments including stocks, bond, mutual funds and exchange traded funds.
I am pleased to be your guide for all aspects of your financial life, to support you and to help stay the course.
Gloria Stymest, Administrative Assistant
Gloria has worked with me for over 11 years. She welcomes opportunity to work with clients. My clients appreciate her warm, friendly and professional manner.
Tom Burns - Administration and Planning
As a retired CPA, CA with over 40 years of professional experience, Tom provides assistance in administration, technology and planning.