Biography & Qualifications
Glenn has over 30 years experience in the Financial Services Industry, with over 15 of those years as a CERTIFIED FINANCIAL PLANNER professional. The CFP certification provides assurance to Canadians that the design of their financial future rests with an appropriately qualified professional who will put their clients’ interests ahead of their own.
Financial planning is not just about budgeting, saving or having the perfect investment strategy. It is much more than that. When gaining a thorough understanding of your financial affairs, consider financial planning as a road map, which sets you on a course towards achieving your personal life goals.
He is here to help you gain control of your financial picture.
Glenn enjoys building tax effective investment and retirement income solutions to match your ever changing needs, as well as providing life insurance and living benefits to protect your family, along the way. We will do our best in finding the best options available in the marketplace. In addition, we can refer you to our Mortgage Planning Specialist for your housing borrowing needs.Contact
Being passionate about helping people succeed in their daily lives is important to Glenn. By helping you set personal goals and moving them forward, one step at a time, the journey doesn’t seem so overwhelming and you get to enjoy the scenery along the way.
Life can pose many changes. How well we are prepared for those life changes, helps keep us all in balance. If you want to enjoy a sound sleep, get a sound financial plan.
Passionate about Life
Having gone through a family life change himself, he understands the financial planning needs of a blended family. Finding the right health and wellness balance, between work and family, is equally important. When Glenn is not connecting with clients at the office, he enjoys running or cycling the roads and trails, of Simcoe County. In winter, he can be found on the ski slopes of Georgian Bay, or enjoying the vista of the Canadian Rockies.
Some things you did not know about Glen:
- Glenn has two wonderful grandchildren and two sons
- Glenn gives back to the community, volunteering and supporting many local charities and kid’s sports programs. In addition, he is a strong advocate of financial literacy, at any age level.
- Favourite place to travel: where ever there is an outdoor adventure. Life is short, get out there.