Certified Financial Planner
I’m committed to helping you achieve and surpass your financial goals by working with you to plan for your life now and in the future. I have over 40 years experience in the financial industry and am a Certified Financial Planner (CFP), a Certified Health Insurance Specialist (CHS), a Fellow of Institute of Canadian Bankers (FICB) and an Elder Planning Counsellor (EPC).
I began my career as an electrical engineer and then moved into banking, where I worked my way up to executive management. I changed my career path to financial planning because I enjoy working directly with people to plan how they’ll meet their financial goals. In my spare time, I enjoy cooking gourmet meals, camping or doing carpentry.
I’ll work with you to plan based on what is happening in your life now and where you want to be in the future whether it’s for you as an individual, for your family or your business. For example, I can help you start investing today with a tax-free savings account (TFSA) and for the future with a registered retirement savings plan (RRSP) by building a custom portfolio for you. Or we can discuss a market competitive home mortgage or a flexible home line of credit.
Building a relationship with you is important to me. That’s why we’ll meet in person to complete your plan. After that, we’ll meet as often as you like whether that’s once a year or more often. Anytime you have questions, I’m a phone call or email away.
Need other financial help? My practice also has expert partners specializing in:
- Tax planning
- Insurance (life, critical illness, disability)
- Investment wealth management
- Investment portfolio management and accommodation
- Credits and mortgage planning
Welcoming a pet into your home (and your budget)
May 01, 2021 - Freedom 55 Financial
Before welcoming an animal into your home and heart, take some time to make sure you also have room in your budget...Read more
Save early and get the benefits of compound growth
Apr 15, 2021 - Freedom 55 Financial
Saving earlier can help unleash the power of compound interest on your savings...Read more
Do you need individual health insurance?
Apr 01, 2021 - Freedom 55 Financial
Many Canadians have group health insurance through their employer. But if you’re retired, self-employed, employed on contract or are between jobs, you may want to explore individual health insurance....Read more