BE THERE, BE ON TIME, BE PREPARED, BE INVOLVED AND BE RESPECTFUL, these were words of influence and advice used by my father throughout his years as a high school principal, as he encouraged students to succeed. These same words have been a catalyst to achieving my goals and building strong relationships
Becoming a trusted advisor requires an openness and communication with clients that allows them to see that my life often parallels their own and I experience the same ups, downs, life transitions, worries and celebrations that they do.
I started my practice with Investors Group in 1994, shortly after obtaining an Honours Bachelor of Business from Wilfrid Laurier. I have achieved the Certified Financial Planner (CFP) and Registered Retirement Consultant (RRC) designations and I am currently the only Registered Financial Planner (RFP) in Sault Ste Marie. My team is made up of 3 skilled professionals managing over $70 million for 350 clients*. I have a broad knowledge in many disciplines and render sound advice on retirement planning, estate planning, tax laws, insurance and risk management, cash flow and budgeting, with a proficiency in asset management.
In order to see that clients achieve their goals, dreams or ambitions I take on the role of advisor and guide. I listen to clients and utilize my knowledge, expertise and resources, to map out a plan and keep them on track while considering their unique circumstances.
*As of Dec 31 2015
Introducing IG Wealth Management
Investors Group is now IG Wealth Management: A new brand name to reflect our approach to achieving financial wellbeing.
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.