Celebrating The Opening Of Our New Location! Providing financial support to the Parry Sound community has been a dream come true for me as I specialize in wealth management and retirement planning.

I’m so proud to call Parry Sound my home town, and I’m committed to helping my clients make sound investments and solidify their long-term financial health.

I pride myself on taking the stress and complication out of managing finances, which can be confusing for people who lack the time or knowledge.

With dedication towards supporting the local economy and providing reliable, quality service to my customers, I can’t wait for you to see my new office on James St.