I dedicate my passion and kindness to clients who commit themselves to achieve their financial goals. If you are working professionals, business owners, and retirees you fit right in. My focus is to design a unique comprehensive financial plan based on the financial resources and dynamic strategies for your specific needs. I work to preserve your wealth and help you to achieve your goals in a tax efficient manner. The unique value I provide is to build a lifetime relationship with each client, and deliver my services and solutions for every stage of their lives.
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.