Contact me today to learn more
Financial Security Advisor
I help serve the needs of business owners that want to secure their families' generational wealth on a holistic basis. I work to recognize the intimate connections between business owners and their families and I view money as a tool to help families in moments of unexpected emergencies. I understand that decisions about money are not only intellectual but also emotional, which makes building a mutually respectful and long-term relationship essential to your success.
I can work with you to help you achieve your financial goals and secure your generational wealth. Contact me today!
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