My vision is straight-forward: help those who aren't getting the proper financial guidance they deserve. No strings attached. Helping people is my passion in life and this career gives me purpose. I listen to what is most important to you, then address your unique needs and goals for the short- and long-term by working together to create a personalized financial strategy for you and your family. There's no one size fits all - everyone's financial situation is different!

Whether you're at the start of your career, nearing retirement, living in retirement or need help ensuring your your final wishes are fulfilled and your wealth passes smoothly to the next generation - I will be with you every step of the way,

I like to help my clients with:

1. Retirement Planning:
• Finding out if your money will last you through retirement.
• Creating strategies to make sure you reach your retirement goals.
• Reviewing pensions to determine which option is the best for you.
• Providing tax-efficient income strategies to retirees.
• Regularly reviewing and updating your strategy according to life events (life isn't a straight line).

2. Inter-generational Wealth Transfer:
• Ensuring F\financial strategies are in place so your wealth transfers efficiently to your beneficiaries.
• Without proper estate planning, some children wait years to receive their inheritance.
• Passing wealth to family and/or charities in a tax-efficient manner.
• Servicing the next generation and knowing your family's finances are well taken care of.

3. Investing:
• Canadian and U.S. Stocks, Bonds, GICs, Mutual Funds.
• Allocating investments according to short- and long-term goals.
• Proactive calling to capture timely opportunities.
• Utilizing different accounts (RRSP, TFSA, LIRA, etc) for tax-efficient investing.

I enjoy meeting new people and building relationships. If you're looking for an advisor who will put you at the centre give me a call or drop by my office.