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Ontario Ministry of the Attorney General
Senior Financial Planner
May 01, 2019 9 months ago
CFP (Canada) CIM CIWM FCSI FMA RFP TEP
Director
Bio
I perform fiduciary duties, writing and implementing financial plans that enable vulnerable persons to lead sustainable dignified lives.  I also specialize in structuring and investing court settlements of victims with catastrophic injuries. The goal is to maximize a client's public and private benefits while seeking preferred tax and means tested exempt income and growth in their portfolios. 
 
I advocate for the professionalization of financial planning as Ethics Chair of the Institute of Advanced Financial Planners IAFP (past Finance and Education Chair), Founding Director of the Financial Planning Association of Canada FPAC and international CFP member of FPA USA.
 
My financial planning career spans 35 years in government, banking, trust, insurance and investment services. 
 
I hold eight professional financial designations and am a business and law school graduate.
 
I was a pioneer in responsible investing, computer recycling, car sharing, digital wallets & charitable rounding up.
Personal Information
416 212 6794
Toronto
Masters
Employer Information
Ontario Ministry of the Attorney General
Toronto ON Canada
Practice Information
Senior Financial Planner
1985
None
6-10
Fee based (AUM) Fee Only - Hourly
IAFP STEP FPA (US) CIFPs
Financial Planning Portfolio Management Tax Planning