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.
Five ways you can spend less on entertainment
Jun 15, 2022 - Canada Life
To help you stay on budget while still doing the things you enjoy, check out these tips...Read more
May 2022 market update
Jun 07, 2022 - Canada Life Investment Management Ltd.
Canadians aren’t just having a difficult time at the pumps. Read our monthly update to find out what’s been moving markets...Read more
Financial planning for LGBTQ+ families
Jun 01, 2022 - Canada Life
From financial planning to estate planning, there are many aspects to financial wellness that are unique to LGBTQ+ individuals, partnerships and families. Here are some considerations for your individual LGBTQ+ financial planning...Read more
Contact me today to learn more