I am a holistic financial planner, providing financial planning and services according to the situation and need. I look to partner with clients and become their planner long term throughout their lives.
My scope of services is wide, and can include anything from budgeting and debt management, to planning and investing for retirement or managing money once you no longer have an income.
I work with both insurance (life insurance, critical illness, disability, health benefits) and investments, to ensure your money is growing and protected from whatever comes up in your life.
As a Professional Project Manager and Professional Engineer, I understand how to create a vision, plan for it and see it through. I enjoy the analysis, but I focus on what you, the client, are telling me.
Contact me today to learn more
Why you should choose a beneficiary
Sep 21, 2023 - Canada Life
Choosing a beneficiary is an important part of your financial plan...Read more
What are real assets?
Sep 19, 2023 - Canada Life
Diversifying your portfolio with real assets can help you achieve your financial goals and secure your future...Read more
What’s the difference between mutual funds and segregated funds?
Sep 18, 2023 - Canada Life
Mutual funds and segregated funds are both investment options, but they have some key differences...Read more