I offer strategies to assist you in making sound financial decisions to build, protect and preserve your wealth.
With 25 years experience in financial services and business startups, I am now committing myself to helping people secure their financial future. My mission statement of 'stewardship with integrity, care & professionalism' is an extension of how I have always wanted to conduct my life.
I work with people in developing a complete strategic fiscal plan. The plan is personalized to each family/individual I work with as everyone has different goals and priorities. We will discuss cash management, investment planning, insurance analyses, tax strategies, retirement and estate planning. Regular reviews are important as priorities and goals will change over time with various life events.
If you would like to learn more about my services and how I can help with your current plan, please call me at 250 545 9188.
Create a financial plan for life's 'what ifs?'
Imagine a holistic financial plan that can test and adapt to your ‘what if’ questions.
Master your Retirement: Key actions to take to secure
the retirement you want