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!
Insurance basics for kids
Nov 30, 2023 - Canada Life
Insurance may seem like a complex topic to talk to your kids about. But sharing basic insurance concepts can help prepare your kids for the future....Read more
Investing basics for kids
Nov 28, 2023 - Canada Life
It might seem odd to talk to your kids about investing, but by introducing the topic early, you prepare them for financial decisions they’ll need to make as adults....Read more
Nov 27, 2023 - Canada Life
To diversify and balance your portfolio, you may want to consider dividend investing. This strategy can help reduce volatility in your portfolio....Read more