Driven to provide a superior client experience, Val has been helping investors meet their financial goals for nearly 30 years.
Prior to joining the finance industry, Val worked in Probation Services where he helped families get back on track. He took this love of helping people and parlayed it into creating a business culture that focuses on delivering client satisfaction – each and every time. Val holds a Bachelor of Science degree from the University of Toronto and a Master of Business Administration from the Schulich School of Business, York University. He also has a Chartered Investment Manager designation and is insurance licensed. Val established a network of trusted accountants, lawyers and estate planning specialists with whom he works closely to implement sound retirement, estate, insurance and tax plans. Val is a proud sponsor of several Knights of Columbus and Sick Kids fundraising events. In his spare time, he enjoys hockey, golf, working on his art and travelling with his family.