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.
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How you can teach your children about financial literacy
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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
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