If you're like most of my clients, your days are full – work, kids' soccer, dinner prep, errands and maybe, just maybe, a little "me" time. No wonder thinking about your long-term financial security gets put on the back burner.
Take a deep breath and pencil in an hour with me for a fun session all about you and your family. We'll talk about the things that matter most to you and your dreams for the future. We'll turn them into specific goals, both short- and long-term. Then, I'll build a financial strategy to help you tick off those goals, one by one.
I like to look at the potential and explore the opportunities – like getting the most from your tax-free savings and reducing your debt without shutting down your savings plan. Ultimately, I want you to feel in control of your finances and secure in your future. And I'll be with you every step of the way.
I learned about balancing my finances in my early 20s. At the urging of a woman I respected, I started putting $100 a month into my RSP and meeting with a financial advisor. I learned a lot about the market, long-term savings, setting goals and financial independence.
Maybe that's why I chose financial services as my profession – to help others build their own healthy habits that help turn dreams into reality. I spent 20 years in banking, working on everything from mortgages to mutual funds to commercial banking. Now as a financial advisor, I build long-term relationships with clients and their families, looking at their lives holistically.
It's no accident that I opened my practice in Salmon Arm. I grew up here, spent 18 years in Victoria and came back in 2007. My life is rich with my Nordic ski-racing son, my daughter the swimmer, a fabulous circle of friends and access to the great outdoors for Nordic skiing, hiking, swimming at the lake or gardening.
Now let's talk about you. I look forward to it.
- Retirement Savings Strategies
- Retirement Income Strategies
- Education Savings Strategies
- Socially Conscious Investing