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
Financial planning for widows
Feb 29, 2024 - Tom Fraser
It’s important to plan how you’ll manage your finances both in the short term and the long term if your spouse dies before you do....Read more
Financially preparing for the death of a spouse
Feb 22, 2024 - Canada Life
Women may experience unique challenges when it comes to their finances after losing a spouse....Read more
How much does divorce cost in Canada?
Feb 15, 2024 - Canada Life
In Canada, average legal fees for divorce can run from $1,000 to $25,000, depending on your situation and your relationship with your spouse....Read more