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
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.