I have always been passionate about helping people, as well as personal finance and investing. I grew up in a household where it was normal to talk about investing and money and I am so thankful to my parents for teaching me about money from such a young age. For some, money is a touchy subject, but for me its as normal as talking about sports, the weather, or holiday plans. I love hearing about people’s unique financial situations and offering my insights, and have always enjoyed talking over strategies and options with friends and family over the years.
After many years of pursuing a career as a Project Manager in the construction industry, in 2020 I decided to move on and launch into my passion of helping others with their finances. I am excited to offer a unique perspective and approach to this industry. What sets me apart is my no obligations, no sales pitch, and no pushing of products that are not in your best interest. Coaching and mentoring have always been a natural part of my life and career, and I look forward to continuing with this same approach in the financial industry where I will take every meeting as an opportunity teach and be taught.
Free Financial Review
This is where it all starts, we look forward to meeting with you and reviewing your current financial situation.
Financial / Retirement Planning
The best time to start planning is now, what will your retirement look like, and how can we help you reach your goals?
Will your money out live you? What kind of legacy do you want to leave behind? What tax implications will there be when you pass? These are all questions we aim to answer through the estate planning process.
Critical Illness Insurance
In the event of a life-threatening illness, Critical Illness Insurance can provide a cash payment to help you and your family through the recovery process.
Group Insurance provides coverage to a group of people, usually comprised of company employees or an organization. Group members usually get insurance at a reduced rate because the insurance company’s risk is shared across the group of policyholders.
Fee Based Advice
We can help you with setting up self-directed investments accounts, financial planning, re-balancing, and moving your existing investments at an hourly rate.
We can help you to open any kind of investment account (ie. RRSP, TFSA), and help you to purchase most any investment product within those accounts (ie. ETF, Index Fund, Mutual Fund).
Life Insurance is used to provide financial security for your family, if someone depends on you to provide for them it is likely that you may need some type of Life Insurance. Completing a needs analysis with us is the best way to find out what you might need.
Disability Insurance can provide a monthly benefit if you are unable to work and earn an income due to an injury or illness.
Long Term Care Insurance
Long-term care insurance is a support to help cover the expenses of a caregiver or a care facility in the event you become unable to care for yourself.
financial educational coaching session for you or your group today, fully adaptable and customizable financial education sessions to fit your situation!