In case you were unaware.
After six exciting years with Sunlife as a Regional Director in Atlantic Canada, working with banks and independent advisors consulting on the largest cases in the region, I have returned to my personal practice.
I am now accepting new clients once again and working in collaboration with several other professionals to continue my advanced work.
My website needs some serious loving attention, but otherwise I’m back.
My personal practice covers local families and businesses. My consulting, in collaboration with other advisors, is focused on corporate and professional clients in the UHNW and HNW markets.
More developments to be announced.
I welcome your conversations.