Experience

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  London life

  Mar 1993 - Jul 2000

  Financial planner

  Financial Advisor including development of retirement plans, estate plans & funding strategies for business owners

• 

  Wealth & estate planing group freedom 55

  Aug 1998 - Jul 2004

  Cerified financial planner

  Helping people to make wise life style and financial decisions leading to wealth accumulation and protection using a 6 step process endorsed by the CFP

• 

  Continuum ii

  Jul 2000 - Dec 2015

  Senior wealth strategist

  Helped clients who are planning to retire or have already retired to reach their long term financial goals, with a clear and simple recommendations that provide peace of mind

• 

  The niagara pumphouse arts centre

  Nov 2016 - now

  Chairperson