As a human resource executive, Dean developed group retirement, savings and benefit plans, during which time he witnessed employees becoming too dependent on their employer plans and not considering potential future life events.
As a Financial Advisor, Dean’s philosophy is that it is never too early for individuals and families to take personal responsibility for their financial well-being. He works closely with his clients to build a relationship of trust and to determine both their short-term and long-term financial requirements. From there, Dean develops a financial strategy that assists them in achieving financial independence through wealth accumulation and protection, tax minimization and retirement planning. Dean holds his Mutual Funds, Exempt Securities and Life Insurance licenses.
* This individual is registered with Portfolio Strategies Corporation.
