I am a longtime mentor and leader who takes a "why" approach to wealth management. I look at the big picture, and give advice based on your unique situation and goals. I always do what I say I'm going to do, and that's why I put it in writing. I am your single point of contact for financial advice for all 6 disciplines of financial planning. I will build you a written financial plan, I will explain it to you, and once you've approved it, we will implement it. Then we will review and update it at least annually, or every time there's a material change in your life.
2017 Year in Review
2017 Financial Review presented by Tony Elavia, Mackenzie Investments, covering the top trending themes of the year
Join the movement! The Investors Group Walk for Alzheimer's builds on the strength of thousands of community walks across the country, all raising funds and awareness for Alzheimer's disease and other dementias.
On Saturday, June 16th, hundreds of walkers will make memories matter by raising money in support of local programs and services in Lethbridge and area. SIGN UP EARLY, only 200 participants will be allowed on the day of the event.
Jun 16, 2018 - Jun 16, 2018
Nicholas Sheran Park
Coal Banks Trail N
Lethbridge, AB T1H4K6
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.