Financial Security Advisor
I'm a Certified Financial Planner and Investment Representative with a genuine passion for the Financial Industry and a well-rounded background in business development and client services. I'm driven to assist my clients in clearly define and prioritize financial goals and develop proactive strategies to reach those goals.
My areas of expertise:
1. Investments: Understanding what investment options are best for you is important to make sure you are getting the most out of your money. I can help you make informed investment decisions.
2. Income protection: Your greatest asset is your ability to earn an income. A financial security plan that includes critical illness and income replacement insurance can help financially protect you and your loved ones.
3. Risk management: Life insurance is an important part of any sound financial security plan. It can mean the difference between leaving your loved ones financially secure or struggling with debt.
4. Life after work: In retirement, you’ll experience a fundamental shift – from saving to spending. The timing of your retirement is crucial to building your retirement nest egg and assessing how long it will need to last. Together we can explore smart strategies for a tax-effective retirement.
How to find a financial advisor who’s compatible with you and your lifestyle
Aug 01, 2022 - Canada Life
There’s no one-size fits all answer for finding a financial advisor that’s best suited for meeting your specific financial situation and goals. However, there are tips you can follow to help you find a financial advisor who matches your needs...Read more
Tips for talking to a financial security advisor for the first time
Jul 25, 2022 - Canada Life
Does the thought of financial security planning feel like unknown territory?...Read more
Contact me today to learn more