Provides practical and simplified financial security advice and planning services for Retirement Planning, Investment Option Selection for short or long-term goals, Estate Planning and Preservation. I also help clients understand their existing policies from other service providers. When I’m not working with my clients, I enjoy serving in the music ministry, volunteer works in marginalized and vulnerable groups. I am here to help, serve and understand your needs including your wants.
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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
The cost of getting a divorce
Feb 01, 2023 - Canada Life
And five after divorce expenses you’ll need to deal with....Read more