What an advisor can do for you...
A year from will be financially better off*
Satisfied with current financial situation*
*Ipsos Reid Canadian Financial Monitor
feel they have enough money to retire*
To provide you with education so you can make an informed decision on how to positively impact your future.
Yes, it is that simple. We are your partner, we are your team.
Financial Security Advisor
Originally, I was born in a small town in Manitoba. When Facebook arrived, we had a hard time understanding the need because we had such a close community. We always try and treat everyone like we were going to see them again. I am passionate about financial literacy in our schools and mental health. In my spare time I enjoy spending time with my spouse, dog and playing hockey.
Areas of Focus
- Retirement planning
- Small Business protection
- Wealth preservation strategies
- Wealth transfer strategies
- Investment management
- Life insurance
- Disability and critical illness insurance
- Group insurance
We Are Awesome
Our team of specialists
No matter your situation, we have an expert so you can feel confident in your future!
It is important we both feel confident we can build a long lasting relationship. We establish our expectations and decide what is the best way to move forward.
We spend more time talking about you and your goals. We take a deeper dive into your current state and discuss the vision of your future!
Based on the prior discussions, we deliver an easy to follow roadmap that will lead you towards your financial goals. I will specifically address the areas that are of greatest importance to you to help achieve financial freedom
Your priorities and goals will inevitably shift through time which is why we are here to proactively prepare your plan. We will be a constant presence to ensure that your plan transitions along with you.