Financial Security Advisor
As a financial security advisor, I work to inform, educate, and empower my clients to achieve their financial desires while building relationships founded on honesty and integrity. Using strategic and comprehensive financial planning, I transform the financial desires of my clients into financial goals by providing a structured “game plan.”
My approach to financial advising is one of a holistic nature, in which all aspects of my clients' financial “puzzles” are analyzed to ensure that we're not focusing on one area to the detriment of another. I analytically examine both the current and future desired financial position of my clients from both the quantitative (numerical data) and qualitative (emotional affect) viewpoints.
As a financial security advisor, I approach my relationships with my clients in a manner that can be more related to marriage as opposed to dating. When I meet with my clients, I don't only see the client, but I see the generations of their family that follows them. I believe that the decisions that I assist my clients to make in the present will not only affect their future but also the future of their families. My ultimate desire for my clients is that each one would be able to fulfill the proverb that says, “A good person leaves an inheritance to their children’s children.” With this foundation, I work to ensure that whatever element of their financial puzzle that is being addressed (personal/business insurance, investments, tax planning, or estate planning) is analyzed with the utmost care, empathy, and individual consideration that is feasible.
November 2023 market update
Dec 07, 2023 - Canada Life Investment Management Ltd.
For the month ended November 30, 2023. Read our monthly update to find out what’s been moving markets...Read more
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
Contact me today to learn more