Your life. Your financial plan.

After years of working in engineering, I found my calling in finance. I love taking what seems to be a complex situation and breaking it down into pieces that are easy to understand. I consider myself an educator in this role. My favourite part of the job is the look of relief and happiness on clients' faces when they know that they now have a plan and a financial direction, but that they also understand the "why" and the "how" of each component.