You deserve a consultant who takes the time to listen and will focus on your goals and concerns. With a continued focus to be in service to others, I am committed to helping business owners and professionals to improve their financial well-being.
In received the Platinum Pillar award in 2017*, the Pillar Award in 2016*, and have won several awards for client service in our region. What does this mean for you? I have a proven track record of helping people meet their goals, reach their targets, and I can help you achieve more too!
Whether you are looking for help with your family's finances, or you own a business and want to update your compensation plan, I believe we can partner together to make good things happen for you.
Wealth management is much more than simply a transaction. Our approach is holistic and comprehensive, we understand that a plan doesn't define you, you define the plan. As your needs become increasingly complex we work closely with you and your team of trusted professionals to deliver a solution that is tailored to you - your needs, your goals, your vision.
Our solutions are best suited for affluent individuals and families who value a disciplined, proven approach to wealth management. Our process is collaborative – we recognize that your dreams and goals are as important as the assets that will help you realize them.
Based on Investors Group New Business for Consultants in their first 4 years. (2016, 2017)
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.