My business is working with people who value advice and planning. Clients want to ensure they have the ability to reach and maintain an ideal state of financial well-being, now and throughout retirement. When working with me, clients know how long their money will last for the things they want to do! Planning is more than investments, interest rates and fees. These are only some of the components of an overall plan. Work with me to develop a synchronized plan and you will experience confidence and peace of mind about your financial future! LIFESTYLE is the objective, a financial plan is the tool!
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.