Building lasting wealth is not only about planning, saving and investing. It is about creating a financial and life plan that aligns with your values. Working in the financial services industry for the past 35 years as a Financial Planner & Certified NLP Coach has taught me that the most successful people have a confident and positive relationship with money. They are also focused and committed to creating a solid financial plan. I value working with my clients on both creating a healthy relationship with money and a financial plan that is sustainable. I have assisted 1000s of clients over the years and meet you where you are at. I live in Langley with my husband, we are now empty nesters with Ariel and Karma our pets. I love speaking at events, lead workshops for women and spend as much time out hiking with Ariel as I can. For me, it is not about selling products, it is about matching you with the best available products that will assist you in creating a life you never want to retire from.Contact me
Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.