Howard has been in the financial services business for 37 years. He started with London Life selling segregated funds and life insurance products in 1986 in Toronto. In the summer of 1990, he moved to Rockland and managed the life insurance side of the business for 2 different general insurance brokerages in Ottawa before going out on his own, 2 years later.
In March of 1994, he completed his Mutual Funds licensing requirements and has been active in the business since, offering mutual funds for all the different investment plans, Non-Registered, RRSPs, RRIFs, RESPs, TFSAs, etc.
By offering mutual funds, life insurance products and GIC’s through a variety of different companies, we believe we can best meet your needs.
His focus first begins with a global view of your financial picture; thereafter, through an assessment process, your needs and goals are targeted; and finally, a successful financial plan is developed.
Howard believes in long term client relationships that are earned through commitment to individual priorities and growth potential, which are combined with informed decision making and proven exit strategies.