After over 30 years as a trusted financial planner and adviser, Ray is enjoying semi-retirement, having helped countless clients navigate their personal and business finances through various economic challenges. Many of his long-term clients, and now their families, continue to honour the foundation he helped build as they pursue their financial and life goals.

Beyond his financial expertise, Ray was passionate about promoting financial wellbeing in the workplace. He led workshops for small and medium-sized businesses, addressing the growing concern of financial stress and its impact on employee health and productivity.

Ray continues to support the business and ongoing client relationships ensuring clients receive the best possible value from our service.

Ray enjoys walking, cycling, and continues to improve his (still novice) golf skills—finding joy in new hobbies and spending time with loved ones.