Thank you for visiting my page and welcome! I believe the most important element of helping others is chemistry. Are we the right fit for each other? How can I help you if I don't know anything about you, your needs, and your aspirations? I love to help others. It's what makes me a good friend, wife, mother sister, daughter, and financial advisor.
In order to understand you, I have to truly get to know you so I can discern what's important to you; gaining an insight as to where you are financially and what your life dreams are. I can then partner with you to create an investment strategy tailored to your unique needs and designed to help you achieve your goals throughout your life. I take a solutions-oriented approach to investing, and I enjoy working with my clients to achieve their goals.
Times of transition are when you most need to revisit your financial strategy. Whether you have a change in marital status, a change in career or upcoming retirement, are buying or selling a house, or are welcoming a new loved one – or saying goodbye. I am happy to work alongside you, keeping your finances on track so that you can focus your time, energy, and emotions on that rollercoaster ride that is life.
Everyone wants to live life to the fullest, and their needs and goals are different. I spend time to get to know you and ensure that I am partnering with you to travel down the path that you desire for your life. I'd love for you to get to know me as well. I grew up in St. Thomas, Ontario and went to McMaster University, where I met my husband Brenton. My life consists of many joys because of him, our two kids, and all the things we love to do together. Be it as big as travelling and scuba diving, as simple as curling up with a good book, or playing board games together, I've planned my life and our investments to ensure that we can enjoy it to the fullest. I would love to see you do the same.
Feel free to call in or stop by the office anytime: for a meeting to learn more about how we can help, for a quick question, or a coffee. We would be pleased to meet you!
- Retirement Savings Strategies
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Education Savings Strategies
- Business Owner Considerations
My Personal Interests
- Spending Time with Family
- Scuba Diving
Phone NumberAlissa C McAnuff at (905) 639-3384
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