We will help you achieve all of your financial goals - one step at a time.
"I am very lucky to be doing what I love. I get to help people achieve their financial goals. In fact, the best part is trying to figure out all the different ways I can do that."
I understand the importance of planning a future for you and your family while making sure you can enjoy it every step of the way. I will invest the time needed to get to know you, helping you define and achieve all of your financial goals.
I am exceptional at generating tax-efficient income and implementing strategies to transfer wealth to successive generations in order to relieve both current and future financial stresses. My team and I like to think of ourselves as an extended member of your family – helping to guide you throughout life’s journey.
Planning some travel time this year?
Do you know that if you travel outside of Ontario OHIP will not cover any medical expenses up front. You will have to pay out of pocket then go through the lengthy claims process to receive your money back from the government and even then they do not cover 100%. I always recommend my clients buy a travel insurance plan with Manulife. They offer competitive prices and it provides you or your family with peace of mind that should anything happen you can call a toll free number and speak to a live operator that will guide you through the process step by step.
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Did you know:
65% Of Canadians with a comprehensive financial plan feel they are prepared to deal with tough economic times, compared to 36% with no plan.
50% Of Canadians with a comprehensive financial plan feel they are on track to retire when they want, compared to 22% of Canadians with no plan.
78% Of Canadians who work with a CFP professional feel their financial affairs are on track.