Life’s journey is seldom smooth sailing. In the financial industry for over a decade, I am passionate about helping individuals and families navigate the financial side of their journey. I specialize in complete life to legacy estate planning, helping you grow, secure, enjoy and distribute your wealth in alignment with your goals and values. My mission is to ensure you can rest easy, knowing you are prepared and your family and/or estate is protected. Also holding an Elder Planning Counselor certification, I understand the life issues and needs of the maturing client. Focusing on essential information and tools necessary, I provide seniors with practical solutions in financial and estate planning, taking into consideration possible health and long-term care issues. Volunteer experience includes the Heart & Stroke Foundation, the Stollery Children’s Hospital Foundation & Kaboom. I am a proud member of Advocis, CIEPS and the Independent Financial Brokers of Canada.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.