Financial Security Advisor
I understand your goals and dreams are as individual as you are. Whether you're starting a new family, preparing for retirement, or running a business, I will work with you or your business to build the customized financial security plan that best fits your needs, helps you manage risk and brings your goals within reach through an integrated planning process. After evaluating your needs, investment comfort level and life stage, I will recommend those products and services that best help you achieve these goals. Through comprehensive analysis, in-depth market research and the support of a team of highly-qualified tax and product specialists, I will help you make sense of your options.
Contact me today to learn more
Is value investing right for you?
Jun 08, 2023 - Canada Life
With rising interest rates and inflation should you be considering different investment options? Value investing could help provide you with both risk mitigation and the potential for long-term gains...Read more
May 2023 market update
Jun 07, 2023 - Canada Life Investment Management Ltd.
For the month ending May 31, 2023...Read more
Take your donation dollars further
Jun 01, 2023 - Canada Life
Is charitable giving a part of your financial planning? Find out how you can take your donation dollars further...Read more