Ronald J May, CFP®, Financial Advisor, PIM Portfolio Manager - Qualifications

I have been working with individual investors for over 30 years. I use my extensive personal and professional experience in all areas of investment planning to help you pursue your goals. I am registered to provide a variety of financial products and services. Together we will develop a blueprint to select a portfolio that is based upon your needs.

The blueprint is based upon relationship management which begins with your profile:

  • Personal Information
  • Current assets and liabilities
  • Risk considerations
  • Investment time horizon
  • Your "hoped for" outcomes

I look forward to speaking with you.