I’ve been advising clients since 1997 and received the Certified Financial Planner (CFP) designation in 2000.
As a husband and father, I realize the importance of issues such as planning for education, paying down debt, planning for retirement as well as vacations (we need to have some fun).
It is very important to me that my clients succeed. Much of my business has been built on referrals from clients.
About Global Maxfin Investments Inc (“GMII”)
On September 1, 2011, Professional investment services Inc was amalgamated under the name of Global Maxfin Investments Inc. With its affiliated companies, Global Growth Assets Inc. (offering investment fund management), Global Insurance Solutions Inc. (Insurance Brokerage), Global RESP Corporation (promoter and distributor of proprietary RESP product (“The Global RESP”) Global Maxfin Capital Inc.(Investment Dealer), offers its Independent Advisors a variety of marketing and Dual Licensing opportunities.
Headquartered in Richmond Hill, Ontario, Global Maxfin Investments services Inc (“GMII”) is proud to be a member of the Mutual Fund Dealers Association (MFDA) and The Investment Funds Institute of Canada (IFIC).
In my spare time, my wife & I enjoy traveling, kayaking, hiking, & biking.