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.
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.