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.
Is value investing right for you?
Jun 08, 2023 - Canada Life
With rising interest rates and inflation should you be considering different investment options? Value investing could help provide you with both risk mitigation and the potential for long-term gains...Read more
May 2023 market update
Jun 07, 2023 - Canada Life Investment Management Ltd.
For the month ending May 31, 2023...Read more
Take your donation dollars further
Jun 01, 2023 - Canada Life
Is charitable giving a part of your financial planning? Find out how you can take your donation dollars further...Read more
Contact me today to learn more