I love learning, being part of the Ascendant team, meeting new people and I especially love assisting clients create greater financial clarity and confidence by building intergenerational wealth.
Spending time with family and friends, working out, reading and attending live sporting events.
I assist people by having them look at their financial situation in a different way. The process of “Becoming Your Own Banker” is enlightening, empowering and liberating that provides greater confidence and awareness on many different fronts.
1. Meeting my wife and integrating our combined total of seven daughters (and six grandchildren) into a cohesive, supportive and loving family.
2. I will forever be grateful for the opportunity to have served my community (Burlington, ON) as its mayor for eight years.
I enjoy working with a cross section of different clients including successful business owners and real estate investors who want to protect and create meaningful legacies for their family and community.
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