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.
January 2023 market update
Feb 07, 2023 - Canada Life Investment Management Ltd.
The Bank of Canada signals a pause on the horizon...Read more
How do recessions affect your retirement?
Feb 03, 2023 - Canada Life
During a recession, stock and other markets can dip, which can impact retirement savings and investments....Read more
Contact me today to learn more