As a CERTIFIED FINANCIAL PLANNER® and Investment Advisor, I assist my clients in defining, shaping and realizing their goals for the future.
With more than 15 years of industry experience, I bring to my client relationships a disciplined approach to listening to and understanding their needs – mapping out customized financial strategies and selecting from a broad range of investment options, including mutual funds, stocks and bonds and GICs.
My role is at the centre of a broader professional network, so I can either provide or facilitate many services to support my clients. Services like:
· Retirement Planning
· Asset Protection
· Life, Disability, Benefit and Travel Insurance
· Registered Disability Savings Plans
· Tax Planning
· Estate Planning
· Educational Planning
I believe that my clients’ interests are best served when clients are educated on key financial issues. To that end, while you invest in your future, I invest in you through regular client meetings and calls, quarterly newsletters and seminars on a variety of pertinent topics.
It is my opinion that achieving your life’s financial plan starts with a solid, long-term relationship with your advisor.