As an established advisor in the industry, my clients have become more like friends and extended family over time. Building a strong relationship with your advisor, being comfortable with them, and knowing they've got your best interests at heart is what's important and what I take pride in most when working with my clients.
As your advisor, I will ask questions and listen closely to understand what is important to you and your family. Using an established process, I will partner with you to develop a tailored strategy that meets your needs, whether saving for or moving into retirement, putting money aside for your children's education, or planning for the unexpected. And I'll be there throughout your life to ensure you stay on track and adjust as needed.
While it's important that you understand your goals and plans, I believe it's also important that you are comfortable with the investments you choose; understanding market volatility and the level of risk involved with each portfolio. I have clients who initially come to me because they don't feel fully in control of their financial picture and want to know someone cares. I am here as a teacher and a guide - I want you to feel informed and knowledgeable about what we are doing and why.
My Branch Office Administrator, Johanne Brunner, and I understand that communication is the most important part in building a strong and trusting relationship with our clients. We commit to communicating with you on regular basis to keep you informed and up-to-date. Our long-term clients truly do become like extended family as we walk through the many stages of life with them.
If you are interested in learning more about how I can help you achieve your personal financial goals using tailored strategies that fit your life, call me to book an appointment. If you are unable to come to my office, I'm happy to meet when and where is convenient for you.
- Wealth Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Retirement Savings Strategies
- Education Savings Strategies
- Special Needs Financial Considerations
My Personal Interests
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Setting your path
We use an established process to help you reach your goals.Learn More