As an Investors Group Consultant, I encourage clients to be more of who they are; defining what ignites their imagination and to allowing me to help them get there.
My 20+ years of experience in the financial service industry, combined with my personal life experiences, have given me a unique set of skills allowing me to create customized "feelings based" financial road maps for clients. Whether it is navigating complex tax or estate issues, or creating a retirement paycheque, I work with our team of regional experts to provide each client with the best advice available.
I provide full holistic financial planning for clients, taking into consideration not only the numbers, but also the stories and feelings of their lives. Changing the face of financial planning (especially for women), one conversation at a time.
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.