I became a Financial Consultant over 22 years ago. What attracted me to financial planning was the various different disciplines that it involves: Financial Management, Tax planning, Investment Planning, Risk management, Retirement planning and Estate Planning. I find it fascinating! Developing trust in the relationship between myself and clients is incredibly important to me, because I am helping them plan for their retirement, the funding for their child's education or their legacy through an estate plan.
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.