Our team specializes in working with retirees, professionals and self-employed business owners, helping them make financial decisions with confidence, supported by expert advice. We help Canadians protect and grow their wealth, reduce taxes, and use innovative solutions to help them accomplish their goals.
Our process begins by asking the right questions to form a detailed understanding of your goals and aspirations. From there, we work with your existing advisors (accountants, etc.) to put together an overview of your current financial situation. My team then spends 10-50+ hours working with regional specialists in wealth management, mortgage & banking, and insurance & estate planning in order to develop recommendations tailored to you. For complex cases, we also leverage Investors Group’s in-house Advanced Financial Planning team who have over 400 years of combined experience and expertise in highly sophisticated issues. Our recommendations are then presented to you along with transparent costing and servicing expectations.
Our strengths include:
Expertise - We can tackle any financial challenge with confidence.
Trust - We care about our clients and always put their needs first.
Personalization - We take a customized, holistic approach to finances.
If you are looking to establish a relationship with a trusted team who puts you first, aims to exceed your expectations, and provides industry-leading expertise, contact me for a free appointment to see how we can help you.
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.