Financial Security Advisor
I enjoy helping my clients make better decisions with their money. I listen to and try to understand their concerns and help them build complete financial plans. I focus on building long-term relationships with my clients so I can be there for them throughout their lives.
I began my career in 2012 in the banking industry. But after a few years I started to feel there had to be a better way to support my clients’ financial planning. With Freedom 55 Financial, I can tailor solutions to help my clients’ specific goals and needs.
To help ensure I’m providing clients with sound advice, I work closely with a team of specialists in retirement, wealth accumulation and protection, and business planning through Freedom 55 Financial. I’m continually upgrading my skills. I’m currently working towards my Certified Financial Planner (CFP) designation.
As your financial security advisor, I’ll always work to earn and keep your trust by offering you professional advice.
Meal planning on a budget
Jul 15, 2021 - Canada Life
With rising food costs, it’s hard to keep your grocery bill low without sacrificing the health and wellness benefits that come from a home-cooked meal...Read more
Three strategies for comfortable investing
Jul 01, 2021 - Canada Life
Asset mixes shift to a more conservative approach when people near retirement...Read more