With nine years' experience in the financial services industry and working with the team at Independent Financial Services, I strive to ensure every aspect of my clients' financial goals are met. Whether it be savings for the short term or for retirement, protecting their income with insurance products and my personal favourite, behaviourial cash flow planning, I am motivated by my clients' desire to know "everything will be ok".
The Rotary Club is my source of giving back to the community and the world; the friendships and relationships I have with Rotary have opened doors to personal development and a true sense of pride in mankind. I enjoy spending weekend time at our family cottage on Blackstrap Lake, playing with my niece and nephew,s and golfing.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.