For most of my life I have always been intrigued in life’s financial complexities. I have developed strong technical knowledge thought my commitment to education. I focus on building strong and lasting relationships by providing complete and distinct financial planning solutions which cover all aspects of client needs, wants, and goals.
As a financial planner I am dedicated to helping clients with a wide variety of financial needs. And as planning becomes more complex, working with a professional financial planner is even more important. I believe in a thorough approach, working in partnership with clients to review all areas of their financial life- including Taxation, Investments(RRSP's, TFSA's, RESP's, GIC's etc), Retirement, Estate Planning and even Insurance needs(Life insurance, Critical illness/Disabililty, Long-Term care etc.). I offer simple and realistic strategies to assist you in making sound financial decisions to build, protect, and preserve your wealth.
I'm dedicated to working with you to help ensure you meet your financial goals. Working with me you can be confident knowing you'll have the right information you need to make the most important financial decisions throughout your life.
I welcome you to contact me for a no-obligation consultation, to review your financial plan.
Click here to email us
