Financial Advisor, Financial Planner & insurance Advisor
After graduating from Laurentian University in Sudbury, I moved to Toronto and I have been working in the investment industry since 1998. I joined the HollisWealth office in Newmarket in November 2017 and I am licensed to provide clients with mutual funds, GICs and life insurance solutions. I have achieved both the Certified Financial Planner and Chartered Financial Analyst designations enabling me to help better understand my clients’ needs and provide them with custom tailored solutions for every stage of their lives. My team and I enjoy working with young families, working professionals, retirees and business owners. My wife and I have lived in the York region for over 15 years and we have 2 children who are very active in hockey and ringette. I have been involved as a coach with various associations and on various committees. We also enjoy travelling as a family. The best part of my job is helping people achieve their financial goals, big or small.