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Take in all Downtown Brockville has to offer, the heart of the City where the beautiful waterfront and historic architecture meet to produce one of a kind shops, culinary hot spots and an eclectic mix of artists and cultural venues.
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Whether starting a new family, preparing for retirement, or running a business, using an integrated planning process, I can work with you or your business to build a customized financial security plan that best fits your needs, helps you manage risk and brings your goals within reach. I try to provide a holistic role by looking at all aspects of your financial security plan, including helping you plan financially for death, disability and retirement. I aim to simplify things and will recommend products and services that best help you achieve your goals. Through comprehensive analysis, in-depth market research and the support of a team of highly-qualified tax and product specialists, I can help you make sense of your options.