I have been in the financial services industry since 2007, and prior to that I worked in the consumer packaged goods industry as a Regional Sales Manager. An alumnus of the St Mary’s University Commerce program, I have also attained the Certified Financial Planner (CFP) designation, which is the top industry designation that shows a commitment to excellence and lifelong learning in the profession of financial planning. My practice revolves around working with individuals and business owners to ensure their current financial plan allows them to meet the three major challenges we all face: 1. Pay less income tax 2. Ensure you can live comfortably in retirement 3. Have enough disposable income to enjoy life today! The financial and tax planning strategies I implement with my clients help them achieve these three key goals. It’s not how much you earn, but rather how to utilize your after-tax income to grow and preserve your wealth.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.