Comm, RRC®
Financial Planning | Wealth Management | Investments | Insurance
Consultant, IG Wealth Management Inc., Mutual Fund Division
I help individuals and families protect their human capital and realize their financial dreams As a Registered Retirement Consultant, I am dedicated to helping individuals and families who are approaching retirement or have recently retired gain clarity and peace
of mind around the accumulation, protection and distribution of their wealth through comprehensive financial planning. We have all heard the old adage, "money can't buy you happiness," and to some extent, that is true. For many of us, as we build our wealth, we feel a greater responsibility to preserve that wealth, make the right financial decisions and share our wealth in meaningful ways. Our relationship with money will determine if we enjoy these greater responsibilities and embrace the freedom and confidence our wealth can provide or if we fall victim to that old adage. Don't let your relationship with money prevent you from living your dreams and experiencing the most out of life. Take control, visualize your goals and dreams, and let's work together on building strategies and a Living Plan to help you make those dreams a reality. Everything I do, the strategies we build, the solutions we implement, and your Living Plan is centred around you. Who you are, your goals and dreams, what is most important to you, your values, are at the center of our relationship. My team and I work hard to explain every aspect of your financial situation, taking the time to answer all your questions, and address each of your concerns. Direct access to myself and my team and frequent reviews throughout the year to go over your Living Plan, address your questions and concerns, provide feedback and updates, and teach you about new developments and information relevant to your Living Plan. Education is fundamental to my practice and your financial well-being. I frequently share information through newsletters, update emails, and invites to webinars and take time to follow up with you to clarify information and address any questions you have. All financial strategies are tailored to you and are reviewed together through sophisticated financial planning software to show in real time the impact of each financial decision, giving you a clear picture of their impact on your financial future. Specialties include Financial Planning, Tax Planning, Cash-Flow Management, Home Purchasing, Education Planning, Insurance Planning for Life, Disability and Long-term Care, Debt Consolidation, Portfolio Management, Retirement Planning, Estate Planning
