Personal Value Statement:
People choose to work with me because I am dedicated to helping clients become better educated and organized regarding their personal finances.
What this means is that I will create an environment where you feel comfortable talking about your greatest challenges, opportunities, and what matters most to you and your family.
The benefit is that you will have peace of mind in knowing you have a financial partner with your best interests in mind.
2017 Year in Review
2017 Financial Review presented by Tony Elavia, Mackenzie Investments, covering the top trending themes of the year
Do you hate financial jargon and wish someone would explain personal finance in a way that actually makes sense? In this session we’ll discuss strategies to help you feel more educated and organized regarding your personal finances so you feel empowered to maximize available opportunities
- How to set financial goals and stick to them
- RRSP or TFSA? What’s right for me?
- How to use your assets to maximize your net worth
- How to protect you, your wealth and the people you care about
Feb 27, 2018 - Feb 27, 2018
144 Pine Street
Sudbury, ON P3C 1X3
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.