With 30 years of experience in financial planning, I'm privileged to be a part of my clients' lives and to help them reach their personal goals. My cornerstone approach is built on values-based and holistic financial planning with each client and family I work with.
I am grateful for my client relationships and love the work I do, whether it's building and protecting my their future, retirement planning and wealth management, or employee benefits for business owners.
In addition to my CFP and CPCA designations, I continually upgrade my training to ensure my knowledge and skills are up to date. This industry is a dynamic one and ongoing education is key to ensuring my clients reach their own goals.
I would be delighted to learn your story and hear how me and my team may be able to support your personal plans.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.