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.
Free workplace mental health resources from Canada Life
Oct 15, 2021 - Canada Life
Since 2007, through Workplace Strategies for Mental Health, Canada Life has provided evidence- and practice-based tools and resources to all Canadians, at no cost....Read more
The benefits of responsible investing
Oct 01, 2021 - Canada Life
Across Canada, investors are looking to use the power of their portfolios by choosing investments that not only provide strong returns, but also help make a positive difference to society...Read more
Nine answers to your questions about the Canada child benefit
Sep 15, 2021 - Canada Life
The Canada child benefit (CCB) provides a financial benefit to support families with children during this life stage...Read more
Contact me today to learn more