Financial Security Advisor
One of the most important lessons I've learned from years of courses, training with Freedom 55 Financial, and my life, is that becoming a great financial security advisor is all about understanding the needs of clients and recognizing that everyone’s economic and life situation is unique. Now that I've been helping clients meet their financial goals since 1997, that message has become even more apparent. I understand that clients are the most important part of my business and that personalized service is essential when matching clients with the financial products and services that meet their needs. Whether your current goals involve purchasing a new home, financing a child’s college education or planning for retirement, I want to help you make the best decisions with your money. Working together, we will create a financial security plan to meet your goals. One of my favorite quotes is from Benjamin Franklin, "It is not the plan that failed, it is failing to plan." This is why I do what I do, helping people plan!
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