Through the years, I have been driven by a simple purpose: work with others to build their success. I did this first through teaching in the elementary school system, guiding children in their learning and supporting their growth. I transitioned out of teaching and was led to the area of finance due to my love of numbers. I found harmony in those two skill sets by breaking down the complicated topics found in insurance, investment and financial planning and making them meaningful to Canadians. Today, my clients benefit from a clear communication style I learned while earning my Bachelor of Education along with a solid strategy underpinned by my Bachelor of Arts in Mathematics and my designation as a Certified Financial Planner®. Everyone deserves to feel confident and in control of their finances, and understanding is central to that. Feel free to visit, ask questions and determine if working together is the right way forward.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.