I am committed to educating and empowering clients to gain clarity around money matters and take control of their financial future.
My approach is comprehensive, direct and genuine. I will take the time to get to know you. I will ask questions. I may challenge you. Why? Because I need to understand where you’ve been, where you are now, and where you’re going. Working together, we will examine your current situation, identify priorities, establish your financial goals, and create a plan to help you achieve them.
A good plan is like a road map, helping you to see your destination and the route you need to take to get there.
We all know that life isn't linear. Things change. There are ups and downs. The planned and the unplanned. Marriage. Parenthood. Divorce. Re-marriage. Career change. Job loss. Inheritance. Starting a business. Selling a business. Empty nesting. Health crisis. Death of a spouse. And the list goes on. These changes impact your financial landscape and your financial plan must adapt accordingly.
I am here for the long-term and I will work with you to monitor and adapt your financial plan to your changing needs.
As an Investors Group client, you’ll be supported by the experience, resources and superior products that have helped make us one of the largest and most respected financial services companies in Canada. We all work to help ensure your financial plan meets your needs in both the short and long term.
I look forward to working with you.
A Plan for Living
An IG Living Plan looks at your entire financial picture, then adapts and changes as you do so you can embrace all of life’s possibilities. Does your plan do that?
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.