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ABOUT
Me

I am a Certified Financial Planner ® and Chartered Life Underwriter®.

I bring a wealth of experience and knowledge to my role as a Financial Advisor. My diverse background and training enables me to help clients pursue their long-term financial goals through comprehensive, individualized financial and estate planning.

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WHAT I
Do

Services Offered:

  • Tax-Free Savings Accounts
     

  • RRSP's
     

  • Savings for your Child's Education

  • Registered Disability Savings Plans
     

  • Tax Strategies
     

  • Your Estate/Estate Planning

  • Planning a Giving/ Donation concerns
     

  • Small Business
     

  • Insurance Solutions

  • Business Option Planning
     

  • Group Benefit Plans
     

  • Mutual Funds

HOW I DO
It

I provide individuals and families with a holistic estate and financial plan using 6 key steps.

1st I define the advisor and client relationship.

2nd I gather important information that may be relevant to constructing the financial plan, as well as discuss their long-term and short-term goals and objectives.

3rd I use the information I gathered to analyse their overall financial situation.

4th I take the plan, present it to the clients, determine suitability, discuss and make any changes necessary.

5th I put the plan into action by working together with them.

6th I monitor the plan and review on a regular basis.

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