Bank where you’re more than a number
Get the personalized financial support you deserve at Lake View.
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Since 1990, Howard has dedicated himself to helping his friends, family and scores of individuals throughout the region understand their financial choices regarding investment and insurance.
Having worked with three of the largest independent financial service companies in Canada, Howard’s experience has taught him that there’s no such thing as a “one size fits all” financial plan.
Before he recommends investment strategies or insurance options, Howard prioritizes getting to know his clients as individuals, so that he can better take into account their unique needs and priorities.
That’s because he understands that wealth management is about more than dollars and cents; it’s also about peace of mind.
*Mutual funds are offered through Credential Asset Management Inc.
**Credential Financial Strategies Inc. offers financial planning, life insurance and investments to members of credit unions and their communities.
***Online brokerage services are offered through Qtrade Investor, a dvision of Credential Qtrade Securities Inc. Those companies are members of Aviso Wealth Inc.
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