Financial Security Advisor
My goal is to understand your financial goals and to develop a clear understanding of what success looks like to you. I’m here to help and I want to see you achieve your goals. Let's plan for your financial security for today and tomorrow.
For some clients, their goal may be planning for retirement and for others, it's buying a home or saving for a special purchase. Regardless of the size of the goal or the timeline for achieving it, I can help provide solutions and expertise that are relevant to you.
I work with a team of specialists and I can help you build your financial plan that works for you today and down the road, wherever that road takes you. I take pride in building long-term relationships with my clients and I look forward to doing the same with you!
Contact me today to learn more
Why you should choose a beneficiary
Sep 21, 2023 - Canada Life
Choosing a beneficiary is an important part of your financial plan...Read more
What are real assets?
Sep 19, 2023 - Canada Life
Diversifying your portfolio with real assets can help you achieve your financial goals and secure your future...Read more
What’s the difference between mutual funds and segregated funds?
Sep 18, 2023 - Canada Life
Mutual funds and segregated funds are both investment options, but they have some key differences...Read more