I'm a second-generation Financial Advisor, having followed in my father's footsteps after leaving University.
I focus on listening to my clients concerns, plans and desires and establishing processes to minimize the financial impact of an untimely death or disability. These events can have a tremendous, negative financial impact on your family and business - in addition to the emotional trauma and uncertainty of the future.
Planning for retirement or an exit strategy from business is one of the items that many people choose to put off. While any plan is better than no plan at all, setting out a track to follow makes life much easier.
Finding someone to trust to put these plans in place is one of the most important decisions you can make. I have coordinated with lawyers, accountants and other professionals to ensure you are prepared for whatever life (or death) throws your way.
If you are curious about how I can play a role in your financial well-being, reach out for an open and honest discussion of what to expect when planning for your family's (or business's) financial security.
Insurance basics for kids
Nov 30, 2023 - Canada Life
Insurance may seem like a complex topic to talk to your kids about. But sharing basic insurance concepts can help prepare your kids for the future....Read more
Investing basics for kids
Nov 28, 2023 - Canada Life
It might seem odd to talk to your kids about investing, but by introducing the topic early, you prepare them for financial decisions they’ll need to make as adults....Read more
Nov 27, 2023 - Canada Life
To diversify and balance your portfolio, you may want to consider dividend investing. This strategy can help reduce volatility in your portfolio....Read more
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