After ten years as an advisor in retail banking, I anchored in my home province as an independent advisor to offer my clients the consistent relationship they wanted, and the one I needed to be most effective. In 2010, I obtained my investment license and continued to complete the Personal Financial Planning Designation (PFP) in 2018. Prior to this, I graduated from NSCC with a diploma in business management. When not at the office, I am likely to be found playing, coaching, or watching hockey throughout the rinks of Nova Scotia, and I am proud to be the treasurer of the Bridgetown Memorial Cup Association. It is easy to become overwhelmed by the number of accounts and options, but through an engaging process of simple questions and conversation, I can help you navigate and understand which benefit is best suited for you and why. From starting simply together, to including your family and other professionals as needs develop, I am there to monitor and adjust with you through the changes that life brings.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.