Let's put you at the centre of your financial strategy – your dreams, your family, and your opportunities and challenges. It is my job – and my privilege – to learn what's most important to you so we can build a financial strategy that meets you where you are, and gets you to where you want to be. Together, we can work through whatever life throws your way and understand your opportunities to move forward.
At the top of my own set of values is family – they continue to be a huge influence in my life and drive my financial goals. And today, I enjoy time with my partner and his three teenagers. I love to bake (even had a cupcake business at one point), garden and travel. I understand the twists and turns that life can bring and want to work with families to protect their futures.
My practice is well suited for investors at any stage who want to live their best financial lives. I work well with those eager to learn, open to advice and focused on the long-term. I will stay by your side for years to come – to make adjustments when needed and to help you stay on track.
A real financial plan
Can you retire early? Move from the city to the cabin? Real questions that affect your financial situation require real answers. As life changes, a real financial plan adapts with you.
The Living Market podcast with host Philip Petursson
A weekly synopsis of market themes and trendsLISTEN NOW