Melissa's vision is to help each and every client reach their financial and personal goals, to develop and maintain great long term relationships with each one, and be their trusted and go to source for comprehensive financial advice and peace of mind.
Affluent individuals, families, and business owners recognize Melissa for her professionalism, knowledge, and dedication to providing personalized comprehensive plans, using every resource at her disposal. She works closely with a team of specialists to provide everything clients could possibly need in terms of cash & debt management, risk management, investment planning, tax planning, retirement planning, & estate planning, using a variety of strategies & products that fit clients' needs.
Melissa genuinely cares about clients, & is dedicated to serving them and providing the advice they need to prosper in every stage of life
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.