I listen to Albertans, so that I may truly understand what their goals and dreams are. I ask the questions necessary to quantify those goals and dreams, and then I work with my team of regional Specialists to create a comprehensive, written Plan. Once the plan has been implemented, I remain in contact with clients to help them through all 6 Disciplines of Financial Planning. I will keep our Plan up-todate, adjusting for any changes in their lives, and I will help clients hold themselves accountable to the plan so that they will accomplish their goals, and realize their dreams.
2017 Year in Review
2017 Financial Review presented by Tony Elavia, Mackenzie Investments, covering the top trending themes of the year
Caring for disabled children takes hard work and a lot of planning. Fortunately, there are ways to get help.
Feb 24, 2018 - Feb 24, 2018
Taber Public Library
5415 50 Ave
Taber, AB T1G1V2
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.