I Help People Achieve Financial Peace of Mind

 

There is no shortage of economic and financial information, such as tips, tricks, and investment techniques on the Internet.

Don’t settle for cookie cutter formulas and stereotyped methods.

An advisor will offer customized solutions and personalized strategies that are always designed to suit your specific needs. Your advisor will monitor your account, ensure that your decisions are carried out, and help you achieve your goals.

What truly lights me up?

When I was just finishing high school, I wanted a career where I could “make a difference.” Now, I’m not going to lie, financial planning was not my first choice. But now, over 25 years later, I realize it is the best choice. I can’t think of a better or bigger way to make a difference in someone’s life than to ensure they are financially healthy.

When your money is in turmoil and you don’t know how you’re going to send the kids to school, or pay off the mortgage, or the big question, “How will I retire?” it causes an immense amount of stress. My job is to help you answer those questions and together create a road map of how you are going to get there.

So what is a financial planner? I think the easiest way to explain it is:

I am your money coach. I coach you and encourage you to reach your financial goals. Together we develop a strategy, and I monitor that strategy to make sure you stay on track.

Who needs a financial planner? Everyone! Do you need to have a lot of money? Absolutely not. What you do need to have is a willingness to meet your financial goals.

I worry about your money for you so you don’t have to.

It is deeply satisfying to watch people take their family on vacation, buy a retirement property, golf, fish, camp, craft, or whatever it is that lights them up, to their hearts desire knowing they have someone looking out for them.

My passion lies with helping families and business owners exceed their financial goals. It’s fascinating to watch individuals develop confidence around money, and to know that they are in control of their financial future. My goal is to make sure everyone is empowered by their money.

I'm a CFP® professional registered to provide mutual fund advice in the provinces of Alberta and Ontario.* Licensed for life insurance in the province of Alberta.

CONTACT ME

* Mutual funds are distributed through Desjardins Financial Security Investments Inc.


 
 

Protecting Your Estate

Creating a plan for your estate is an important pillar of managing your wealth.

It is first and foremost about having a will, but it can also be much more. A well-thought-out estate plan ensures that your family is cared for should something happen to you, and that your money goes where you want it to.

Individual needs vary from from drafting a simple will to a complex estate plan. This free guide is meant to help you begin thinking about your situation.

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You must not rely on the information on this website as an alternative to legal advice from your lawyer, other professional services provider, or expert. If you have any specific questions about any legal matter including wills, power of attorney, and personal directive, you should consult your lawyer, other professional services provider, or expert. You should never delay seeking legal advice, disregard legal advice, or commence or discontinue any legal action because of information on this website.