As a professional financial advisor and mutual fund representative with Investia Financial Services, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.
Since 1989 I have been providing my clients with the most comprehensive financial service products available in Canada today. We truly are 'Better Than a Bank' and 'Your One Stop Shop Since 1989.' At Quimby Financial Group Ltd. we provide a unique opportunity for all of our clients’ to have all of their insurance, mortgage, income tax and bookkeeping needs serviced by one team of respected and professional individuals.
I value a client’s trust above everything else and once a client makes a decision to work with me, I continuously work hard to deserve their trust.
I am proud of my accomplishments and the long list of services that we provide including having the designation of Accredited Mortgage Professional (AMP), representing VFIS and over 300 firefighters in Essex County, Canada Revenue Agency Efile Agent, and Acceptance Agent for the Department of Treasury Internal Revenue Service United States Government.
My primary goal is to ensure that all key aspects of each and every client’s financial security is addressed in a manner consistent with all professional standards and practices.
We serve individuals, families and businesses in the Windsor area.
Our primary goal is to help each client meet their unique financial goals by focusing on six key areas of needs analysis: