I can help you make your financial dreams a reality!
As a Registered Retirement Consultant, I am dedicated to helping individuals and families who are approaching retirement or have recently retired gain clarity and peace of mind around the accumulation, protection and distribution of their wealth through comprehensive financial planning.
We have all heard the old adage, "money can't buy you happiness," and to some extent, that is true. For many of us, as we build our wealth, we feel a greater responsibility to preserve that wealth, make the right financial decisions and share our wealth in meaningful ways. Our relationship with money will determine if we enjoy these greater responsibilities and embrace the freedom and confidence our wealth can provide or if we fall victim to that old adage.
Don't let your relationship with money prevent you from living your dreams and experiencing the most out of life. Take control, visualize your goals and dreams, and let's work together on building strategies and a Living Plan to help you make those dreams a reality.
Specialties include: Financial Planning, Tax Planning, Downsizing, Education Planning, Insurance, Portfolio Management, Retirement and Estate Planning, Private Corporation
A real financial plan
Can you retire early? Move from the city to the cabin? Real questions that affect your financial situation require real answers. As life changes, a real financial plan adapts with you.
The Living Market podcast with host Philip Petursson
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