I commit my time and expertise to developing a personalized plan for you and your family.
A good plan is like a roadmap, helping you to see your destination and the route you need to take to get there. It will have twists and turns, but when built on sound advice and reviewed regularly, it will help get you to where you want to go and keep you on track.
As an Investors Group client, you’ll be supported by the experience, resources and superior products that have helped make us one of the largest and most respected financial services companies in Canada. We all work to help ensure your financial plan meets your needs in both the short and long term.
With my advice and a personalized plan, I will help you set appropriate planning targets, choose the right financial vehicles and build the right mix of investments
Studies* show that clients of financial advisors tend to start saving earlier and have higher net worth.
* Value of Financial Planning. Study by the Financial Planning Standards Council, 2010
Daniala and our paths crossed in a very unique manner as she originally was the assistant to our first consultant. Not being satisfied with his representing us from back east and using Daniala to represent him on the west coast, we asked if she would consider being our consultant. During the last fourteen years we have personally witnessed her maturing from a young enthusiastic girl to a very knowledgeable, caring and thoughtful young woman capable of wearing many hats as the situation required.
Her ability to simplify the many products we have always endeared us to her manner of business as well as her availability to answer the many questions and doubts we’ve had over the years in a timely manner. Influencing us to allow a book keeper to help manage our affairs has proven to be a very profitable experience over the years allowing us to retire at the age of fifty-seven in a very comfortable manner we would never have achieved on our own.
Over the years we have not hesitated to recommend her services to family and friends allowing them the asset of her in their future growth towards a bright and happy retirement. As always she has proven very professional in all of these situations. Kudos to her ability to manage her home life and professional career to the satisfaction of clients.
2017 Year in Review
2017 Financial Review presented by Tony Elavia, Mackenzie Investments, covering the top trending themes of the year
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.