Award-Winning Consultant - Regional 2018 FACES Magazine of Ottawa Award for 'Favourite Financial Planner'.
I am committed to helping you fulfill your financial plans and providing you with the ideas, motivation and guidance that are required for financial success. I will be there with you every step of the way through your financial journey.
• Retirement planning
• Tax and trust planning
• Income and family protection
• Education funding
• Business succession planning
• Charitable giving
• Estate planning
My practice is comprised of individuals, families, and business owners. I pride myself on my ability to deliver individualized service while supporting each and every client.
I have a clear process to understand your goals and develop appropriate recommendations.
My strategy for your success involves:
Step 1: Discovery meeting: initial meeting to understand your needs.
Step 2: I will analyze requirements and evaluate options to design a wealth management plan and investments strategy catered to you.
Step 3: We will meet to discuss recommendations.
Step 4: I will begin ongoing execution of wealth management plan, investment strategy and recommendations.
Step 5: 6 month follow up meeting.
Step 6: Regular review meetings: Ongoing monitoring of investment strategy and wealth management plan.
Step 7: Knowing your path to a successful retirement.
Introducing IG Wealth Management
Investors Group is now IG Wealth Management: A new brand name to reflect our approach to achieving financial wellbeing.
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.