In my practice as an advisor, I work with clients to build a comprehensive plan from the ground up. I take a holistic approach to building each financial security plan and recognize that every client has different concerns and priorities.
We go through life with goals and dreams – some we achieve, others we don’t. Setting financial goals can help you achieve your dreams. Generally, clients want and need guidance putting a plan in place, and that’s where I can help. With more than 30 years of experience as a financial security advisor, I can help you shape your goals and fulfill your dreams.
Partnering with financial service providers, I can help make a difference in your financial life – from managing risk with insurance products to managing volatility and risk within your investment portfolio.
The new year is a great time to look at your financial security plan. Feel free to give me a call or use the “book an appointment” tool on my web page.
Let me help make your goals and dreams come true!
Insurance basics for kids
Nov 30, 2023 - Canada Life
Insurance may seem like a complex topic to talk to your kids about. But sharing basic insurance concepts can help prepare your kids for the future....Read more
Investing basics for kids
Nov 28, 2023 - Canada Life
It might seem odd to talk to your kids about investing, but by introducing the topic early, you prepare them for financial decisions they’ll need to make as adults....Read more
Nov 27, 2023 - Canada Life
To diversify and balance your portfolio, you may want to consider dividend investing. This strategy can help reduce volatility in your portfolio....Read more
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What are your financial goals? Let's chat about it and make a plan!