I commit my time and expertise to developing a personalized plan for you and your family.
A good plan is like a roadmap, helping you to see your destination and the route you need to take to get there. It will have twists and turns, but when built on sound advice and reviewed regularly, it will help get you to where you want to go and keep you on track.
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.
With my advice and a personalized plan, I will help you set appropriate planning targets, choose the right financial vehicles and build the right mix of investments
Studies* show that clients of financial advisors tend to start saving earlier and have higher net worth.
* Value of Financial Planning. Study by the Financial Planning Standards Council, 2010
2017 Year in Review
2017 Financial Review presented by Tony Elavia, Mackenzie Investments, covering the top trending themes of the year
It is time for the Investors Group Memory Walk once again and I would like to invite you to come out and participate or donate in helping us put an end to the Alzheimer's disease. The event is held across the country for anyone not in Edmonton who would like to participate. For the Edmonton event details please clink on the link below to go to my personal participation page. Thank-you!
Jun 16, 2018 - Jun 16, 2018
Sir Wilfrid Laurier Park
13221 Buena Vista Road NW
Edmonton, AB T5R 5P6
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.