Investment Representative
Guidance You Can Count On. A Future You Can Trust.
I offer expert advice that works for you now and in the future – because financial freedom should leave room for you to live. This means having control over your money, doing what makes you happy and focusing on your family, not just your pocketbook. It means following your heart and not being afraid to change your mind. I’ll be here to help you with every step, every decision and every success.
Through comprehensive analysis, in-depth market research and the support of a team of highly-qualified tax and product specialists available to me, I can help you achieve your financial freedom.
Working with a CFP®
Every financial journey is unique - and sometimes complex. A Certified Financial Planner (CFP®) professional takes the time to understand your full picture, helping you see where you are, where you want to go, and how to get there. With trusted expertise, experience, and ethics, CFP® professionals bring clarity to your finances so you can plan your future with confidence.
Take action
Are you ready to take the next step towards planning for your financial future? Contact me today if you'd like to meet and discuss your financial needs.
Book an appointment with me today if you'd like to meet and discuss your financial needs.
Canada Life Investment Management - Opens in a new window brings together leading investment managers to offer a relevant and diverse fund line-up that meets your needs through today’s changing market dynamics.
Whether you plan to help fund your child's education, build a successful business or retire comfortably, financial products and services should address specific needs in your financial security plan.