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.
Are you about to move in with your significant other?
Will your family soon have a new addition?
Do you believe in your project and know that your products or services meet the needs of the market?
Do you want to leave apartment life behind and buy a home?
Do you want to travel? Are you planning your wedding or your retirement?
It is never too early to start planning for retirement.