Denis has dedicated the past 25 years to his clients and business partners. Having spent a career in business, finance, sales and leadership he continues to reach for excellence and recognises that there’s always room for improvement. His favorite quote is “practice does not make perfect, perfect practice makes perfect”. Honesty and integrity along with doing what he says has resulted in a long, successful and prosperous relationship with his clients. Prior to becoming self
employed Denis was the Regional Manager for an international Inventory service provider. For the second decade of his career he then became District Vice-President with Manulife Financial.
Denis receives satisfaction in helping his clients achieve their long term goals and in the success of those he leads and mentors.
Denis is a Private Wealth Advisor holding an Exempt Market license, a Life insurance license and a Mortgage agent license. Denis enjoys the same rewards as his clients as a dealer representative, by bringing the best Alternative Investments available.
Denis’ clients are not just numbers; it’s a two-way relationship and must be a good fit for both parties and should the best option for a client be to do business elsewhere, then that will be his
recommendation. Denis surrounds himself with other industry leaders to add value to his clients’ portfolios, finances, cash flow, debt management, last will, taxes, etc. With the exceptions of
some ultra high net worth clients, Denis first personally invests in the private securities that he represents.
Denis enjoys the work he does but when he’s not working, he enjoys travelling and experiencing
new adventures with his wife Mary. He also finds the time to guide his four young adult children
in their path in life. With his strong will to help make a positive imprint, he finds time to
volunteer for a variety of different causes.