Investment & Insurance Advisor
In my practice as an advisor, I work with clients to build a comprehensive plan from the ground up. I take a holistic approach to building each financial security plan and recognize that every client has different concerns and priorities.
We go through life with goals and dreams – some we achieve, others we don’t. Setting financial goals can help you achieve your dreams. Generally, clients want and need guidance putting a plan in place, and that’s where I can help. With more than 30 years of experience as a financial security advisor, I can help you shape your goals and fulfill your dreams.
Partnering with financial service providers, I can help make a difference in your financial life – from managing risk with insurance products to managing volatility and risk within your investment portfolio.
The new year is a great time to look at your financial security plan. Feel free to give me a call or use the “book an appointment” tool on my web page.
Let me help make your goals and dreams come true!
Your money is safe in Canadian banks
Mar 17, 2023 - Canada Life
Recent news of bank failures in the U.S. may be making you nervous. Banking failures are extremely rare in Canada and customers are protected...Read more
4 tips for managing finances with roommates
Mar 15, 2023 - Canada Life
Housing is expensive, and you can make your money go further when you share costs. Here are some tips to help you manage household finances with roommates....Read more
Understanding the gender pension gap
Mar 08, 2023 - Canada Life
The gender pension gap means that women are at an increased risk of living in poverty in old age...Read more
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Contact Us Today