Our team’s depth of experience and sharp analytical skills enable us to offer an unlimited range of customized wealth management strategies. Our process begins with a thorough understanding and assessment of your financial objectives, for today and the future.
Senior Wealth Advisor
Wealth Advisor
Eric understands the importance of teamwork and coaching. He brings this mindset to his work with AGES Wealth Management clients. He holds both the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations and uses his knowledge of behavioural finance to help bring clients’ goals to life.
Senior Investment Associate
Please send us a message with any questions you may have.