‘Don’t judge each day by the harvest you reap, but by the seeds that you plant.’ – Robert Louis Stevenson
I would like to invite you on a journey that has been effective in helping so many others. We will explore your goals and challenges, clarify what is and is not working, and develop a plan so that we can plant the seeds to your future.
Consider how it would feel to remove the disorientation, the perplexities, and have a path to your ideal future.
It is important to have someone who cares and has the skills to partner with you to develop a vision of your financial future.
We all know that life happens and plans change, and I'll be there every step of the way to help you make informed financial decisions.
One of the most important lessons that I have taken away since I started in 2007 as a Financial Advisor, is to understand and recognize that each person has a unique financial and life situation.
I understand that my clients are the most important part of my business. It is through them that I have grown and been blessed to help more people. Their partnership has enabled me to add the skills and tools to offer the personalized service that is essential to clients being properly matched to the right products and services. Whether your current goals are transitioning to retirement, changing homes or financing a child’s education, I will be there to help make well-informed financial decisions.
Earlier in my life I found success and enjoyment in several fields, working in the high-tech field as a support engineer, both building and renovating homes, and teaching secondary school mathematics. I believe that these experiences give me a strong sense of acknowledgement and respect for what the people who I partner with go through to earn their money.
If you ever have questions about your plan or about specific financial products, please contact me. We will set up a time to meet to review your needs and address any questions you may have. Working together, we will create a plan to meet your financial goals.
My greatest pleasure comes from my family. My partner of over 20 years and I are blessed with three wonderful children, elementary school aged. Our children are involved in various activities outside of school which is helping them foster friendships and develop into good teammates. I am proud of their growth and how they are developing into good people.
At this stage of my life, my outside of work activities are primarily focused around our children. I am very involved in coaching minor hockey. I take personal pride in developing young people, not only their hockey skills, but in teamwork, work ethic and how to be a positive influence as a teammate. I am privileged to have the platform to teach and learn from our young people.
I have a unique combination of licenses, skills and experience that gives my clients access to a well-informed holistic approach.
- Licenses and areas of knowledge:
- Investment selection
- Family and income protection
- Mortgage origination and debt knowledge
- Tax preparation
- Financial planning, credit reporting, property registry, professional tax software, client management
- Array of options: Investments, lending and insurance providers. That allow us to select the best options for you that are unbiased and cost-efficient.