After graduating from the University of Victoria with my B.A. in 2001, I travelled throughout Asia and settled in Taiwan in order to study Chinese at the National Sun-Yat Sen University. After returning from abroad, I got my full life licence in the summer of 2004 and my mutual fund licence in early 2005. After two additional years of studying, I ascertained my full Certified Financial Planning designation in 2007. I am committed to abiding by the CFP code of ethics and practices in order to help my clients achieve their financial goals and help them get organized in all areas of their financial life.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.