I am a detailed, professional and strategic financial advisor. I help clients increase and protect their wealth by providing solutions and holistic wealth planning. In order to better support clients, I utilize simplified concepts that are understandable in order to create better understanding of the processes so that clients can achieve their goals and objectives.
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.
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.
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