Financial Security Advisor
I advise and assist my clients on a variety of matters, from investing and wealth management to retirement planning, estate planning and tax optimization strategies. I offer a holistic approach that takes your overall well-being into consideration.
I also help self-employed professionals design a group benefits package, that fits their practices’ needs, size and budget. A well designed group benefits package can maximize your corporate-after-tax income, increase employee wellness and reduce turnovers.
And when you're ready, I can assist you comfortably transition into your retirement years. Your retirement plan will fit your lifestyle, habits and aspirations. Whether you plan on leaving a legacy or to outlive your investments, I can help you achieve it.
Why group insurance is right for my small business
Sep 25, 2022 - Canada Life
Adding employee benefits to your small business is a great way to stand out...Read more
7 easy ways you can stretch your grocery budget
Sep 15, 2022 - Canada Life
Grocery shopping can be an expense, but with these small changes you can manageably stretch your budget and ultimately spend less...Read more
Contact me today to learn more