A native of Simcoe County, Doug attained a diverse educational background including Business Administration Diploma-Ryerson Institute; Certificate in Credit Management, designations from: Canadian Institute of Accredited Public Accountants-RPA; Financial Planning Standards Council-CFP, Canadian Institute of Management- C.Mgr and certification as QuickBooks ProAdvisor.
In the capacity as a Financial Planner, Doug is not attached to products or services of any single company and when developing financial solutions he is able to access various companies and their products and services. This unique background provides a diverse knowledge base to assist clients in achieving their goals of wealth accumulation, wealth management and wealth preservation through the use of creative tax planning strategies and tax preferred products.
