About This

Dealing with your bank and other financial institutions can be daunting. Booking appointments, understanding the products, knowing what you need to do and don’t need to do.

It’s not easy, but I’m here to help. Please review my post for details and information on a lot of different topics as they relate to you dealing with banks, investment dealers, credit card issuers and others.

Forty-five years of experience in financial services. And I’m still learning. Worked with major Canadian banks in many capacities.