I offer over 20 years of experience in comprehensive financial planning. My designations are as follows: Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (CH.F.C), Chartered Insurance Professional (CIP) and Fellow Chartered Insurance Professional (FCIP).
My sensible and holistic approach to planning focuses on helping my clients establish realistic goals. I provide ongoing value by helping develop and monitor investment and insurance strategies to support those objectives.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.