Areas of focus

• Socially Responsible Investing

• Retirement Income Planning

• Capital Protection Planning

• Guaranteed Income for Life

• Insurance Planning

• Tax Reduction Tactics

• Charitable Giving Planning

• Estate Planning

• Personal Financial Planning

Member of

• Financial Planning Standards Council

• Advocis

• The Social Investment Organization

• Certified Senior Advisors

• The Council on Aging of Ottawa

• The Greater Nepean Chamber of Commerce

• The Better Business Bureau

• Small Business Association of Canada

• Canadian Association of Gift Planners