Financial Security Advisor
I’ve been a financial security advisor for over 10 years and in the finance industry over 30 years. I believe helping clients achieve their goals takes careful planning. Throughout our lifetime, financial emergencies, health crises, and even death are possible, any of which could dramatically impact our lifestyle and goals. I want my clients’ financial security plans to help them withstand these risks regardless of when they might occur. I work with my clients to create a financial security plan that addresses their concerns in four key areas: financial security at death, living benefits, liquidity and retirement. Their financial security plan will be tailored to their needs, risk tolerance and the goals they want to achieve.
Contact me today to learn more
Budget tips for holidays
Dec 01, 2021 - Canada Life
Make your holidays precious, not expensive...Read more
How you can teach your children about financial literacy
Nov 15, 2021 - Canada Life
Use these age-based strategies to teach your kids how finances work and how to manage their own money...Read more
Renting or owning: what’s right for you?
Nov 01, 2021 - Canada Life
As a basic rule, renting is usually cheaper than paying the mortgage for a home. However, this depends on a number of factors, including the location and type of house you rent...Read more