Financial Advice For Regular People

I moved from St. Leonard, Quebec with my parents and 3 siblings to Brampton, Ontario at 13. Honesty, compassion and reliability were an integral part of my modest upbringing.

I worked as a real estate agent for 10 years, which taught me the value of customer service, but it wasn't my passion. I realized that what I really wanted to do was help people manage their finances so that they still had money left over for living and saving after purchasing a home.

After earning my license in finance and insurance, I worked as a financial advisor at an agency for 3 1/2 years and loved it. In 2000 I ventured out on my own as CSR Wealth Management (CSR stands for Compassion, Service, Reliability) and I've never looked back. As a financial advisor, it brings me great joy to help people in good times and to support them through difficult times. I love what I do!

My Approach

1. Initial Meeting: Get to know each other, gather information and review fees.
2. Second Meeting: Preliminary recommendations.
3. Third Meeting: Confirm investment strategy, sign and invest!
4. Available Anytime: Questions? Contact me; I'm always happy to help.
5. 6-Month Check-In: Call to review portfolio & answer questions.
6. Annual Check-In: Meet to review & adjust portfolio as needed.

Let's Work Together To Reach Your Financial Goals

While I know there are many ways to invest your money, I feel confident that the level of service I offer my clients goes beyond what any robo advisor or bank could offer. This is what you can expect from me:

I provide a thorough review of my clients' financial goals each year to anticipate problems and identify opportunities. As I get to know them and their family, the value I bring increases, as I can address their needs in a very personal & holistic manner.

My clients will meet with me every time, which results in mutual trust and understanding. I'm available for my clients day or night and whether it's a joyous occasion or a sad one, I am by their side every step of the way.

I meet you at your home, at a convenient time for you and your family. That means you don't need to hire a sitter, rush out the door after a long day or step outside on a cold night.

I choose to work with a variety of well known investment & insurance companies, which allows my clients access to a wide range of products. I am not obligated to work with any one company.

My clients have online access to their accounts 24/7 to check balances, review statements, update their personal information and more, putting them in control.

There are no hidden fees or extra costs. My fees are competitive with industry standards, but my level of service exceeds them.

I provide my clients with easy to understand resources to help them understand investing. The more my clients know, the more I can help them.

Click on the links below to learn more about the investment and insurance companies I choose to work with:

• IA Financial Group: www.ia.ca
• CIDirect Investing www.cidirectinvesting.com
• Empire Life: www.empire.ca
• Ivari www.ivari.ca
• Canada Life: www.canadalife.com
• Desjardins