We commit our time and knowledge to developing a personalized plan for you and your family.
When you become a client, we will meet with you to discuss your immediate goals and longer-term objectives. We will conduct a detailed financial assessment for you, then analyze that information to suggest the strategies best suited to you. Working together, we will implement your plan and review it regularly as your life changes
Tina has over 25 year of experience working in various financial fields. Her career has included auditor, manager, cash flow/profit analysis and financial planning for small business, large corporations and individual personal finance. She uses her 2 decades of experience in various financial fields to help both business and individual clients with their financial planning needs. She holds the RRC, Registered Retirement Consultant designation. In her spare time she enjoys spending time with her husband and two sons doing what they love to do best; drag racing at a local track in Luskville, Quebec.
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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