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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RRSPs and TFSAs: Which is right for me?
Jan 20, 2022 - Canada Life
Helping you understand what sets these two savings options apart...Read more
Prepare for your financial future this Chinese New Year
Jan 15, 2022 - Canada Life
Chinese New Year is a celebratory time involving family reunions and gift-giving between families, friends and business contacts. It’s also a time for one to reflect on the past year and prepare for the new one....Read more