My goal is to build strong and long lasting relationships with my clients. I work with clients to help them achieve financial success in all stages in their lifetime; birth of a child, first home, starting a business, purchase of a cottage, university, retirement, and estate planning.
I help my clients draft and implement a plan to save money for the future and also to make sure their day-to-day finances are in order in regards to banking fees and interest costs.
I work to ensure that clients who are close to retirement have a portfolio that meets their risk tolerance and future income needs. Also, working with clients who are retired to help them manage cash flow, including taxation.
In summary, I work to be a resource for clients with regards to any money matters.