As a Certified Financial Planner professional I apply strategies that will create opportunities for you to save more money, reduce taxes and protect your family. A detailed financial plan is used to anticipate future needs, areas of concern and opportunities so that applied strategies can be monitored and tracked as we move towards your success markers. Our commitment to continuous learning over a broad spectrum of financial disciplines allows us to address the needs of the family and the small business owner. Our goal is to partner with you to increase your understanding and confidence with your financial decisions.
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.