I commit my time and expertise to developing a personalized plan for you and your family.
A good plan is like a roadmap, helping you to see your destination and the route you need to take to get there. It will have twists and turns, but when built on sound advice and reviewed regularly, it will help get you to where you want to go and keep you on track.
As an Investors Group client, you’ll be supported by the experience, resources and superior products that have helped make us one of the largest and most respected financial services companies in Canada. We all work to help ensure your financial plan meets your needs in both the short and long term.
With my advice and a personalized plan, I will help you set appropriate planning targets, choose the right financial vehicles and build the right mix of investments
Studies* show that clients of financial advisors tend to start saving earlier and have higher net worth.
* Value of Financial Planning. Study by the Financial Planning Standards Council, 2010
2017 Year in Review
2017 Financial Review presented by Tony Elavia, Mackenzie Investments, covering the top trending themes of the year
Please plan to join this tax tips seminar on Monday, February 26th from 1:30-2:30pm with a special guest speaker Sean Misfeldt, owner of Misfeldt Accounting.
Sean will be sharing some great information at for you to take advantage of this tax season.
He will bring his checklist of things to remember and share some of the items people forget to claim and tax tips for seniors!
We will end with your questions and the answers from the expert!
Please register through Parkinson's Senior Center.
*Views of guest speakers may not be shared by Investors Group.
Feb 26, 2018 - Feb 26, 2018
Parkinson Senior Centre
1700 Parkinson Way
Kelowna, BC V1Y 4P9
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.