Financial Security Advisor
I'm a Certified Financial Planner and Investment Representative with a genuine passion for the Financial Industry and a well-rounded background in business development and client services. I'm driven to assist my clients in clearly define and prioritize financial goals and develop proactive strategies to reach those goals.
My areas of expertise:
1. Investments: Understanding what investment options are best for you is important to make sure you are getting the most out of your money. I can help you make informed investment decisions.
2. Income protection: Your greatest asset is your ability to earn an income. A financial security plan that includes critical illness and income replacement insurance can help financially protect you and your loved ones.
3. Risk management: Life insurance is an important part of any sound financial security plan. It can mean the difference between leaving your loved ones financially secure or struggling with debt.
4. Life after work: In retirement, you’ll experience a fundamental shift – from saving to spending. The timing of your retirement is crucial to building your retirement nest egg and assessing how long it will need to last. Together we can explore smart strategies for a tax-effective retirement.
Supporting your parent’s legacy
May 15, 2022 - Canada Life
If you find this is a dialogue your parents are avoiding, you can take the lead in initiating it...Read more
Inflation 101 – what’s inflation and what does it mean for you?
May 05, 2022 - Canada Life
Let’s take a look at some of the positive and negative aspects of inflation...Read more
The true cost of vehicle ownership—how much to budget for a car
May 01, 2022 - Canada Life
Whatever way you choose to acquire a vehicle, it’s important to stay within your budget; whether that’s for a down payment or for financing...Read more
Contact me today to learn more