I focus on helping Canadians define and achieve their financial goals while building and protecting their wealth. My goal is to help people understand their financial position, including their debt, pensions, health benefits, retirement savings, investment portfolio's and personal insurance policies. I aim to provide advice to increase efficiency, reduce risk, reduce taxation, and provide a written financial plan with ongoing service to ensure your goals are met.
My goal as a Division Director is to attract new Consultants to provide that same level of service to their prospective clients, while providing them with the training and ongoing support they need to achieve success. I have attained my Registered Retirement Consultant- RRC® designation and FPSC Level 1® Certificant in Financial Planning. I am working towards my Certified Financial Planner (CFP®) designation.
2017 Year in Review
2017 Financial Review presented by Tony Elavia, Mackenzie Investments, covering the top trending themes of the year
Helping one another grow in their careers is part of our culture. From ongoing comprehensive training, office leadership and the Investors Group specialist planning network, to advanced financial planning and marketing support, the right tools and people are here to help you and clients succeed.
At Investors Group, your earnings potential is based on the hard work and drive that you put into the comprehensive financial plans that you provide to Canadians. Enjoy an income potential that is as unlimited as the success of your business.
With Investors Group, you’ll have access to several programs where you’ll receive support for community involvement, allowing you to make a bigger difference in your community.
Enjoy the flexibility and independence of running your own business. Achieve your ideal work-life balance by setting your schedule around your life.
Ready for a change? Meet with us to find out if a career as a financial advisor is the right choice for you.
Teach your kids about money
Money and Youth: A Guide to Financial Literacy, is the perfect tool to help teach your kids the basics about money.