In anything I have ever dreamed of doing since I was a kid, it always centered around helping others.
I decided I can use my skills and abilities best by serving others through creating the best possible financial planning practice I can. Canadians across this great nation work so hard and dream big, but do not necessarily have a plan to achieve their goals. I saw an opportunity to bridge that gap and have a large positive impact on others. My job everyday is to get up, find people to help, show them how and then execute if they want to move forward. It is truly a dream come true for me.
Initial client meetings with me begin with a fact-finding mission. This information is more than assets and liabilities but really goals, attitudes and stress. I want to know what is important to you, what you dream about. I also want to know what keeps you up at night, what scares you the most when thinking about your financial future. Taking this information, my planning expertise along with industry leading AI software I develop your plan. I present the plan and together we decide whether we to move forward. Through regular updates, quarterly reach outs and annual reviews, we make the adjustments we need and nothing more.
I can't wait to start work every day and get after it. If this sounds good to you, I would love to help you!
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