Investment Representative
I’m here to offer you advice that fits your life now and in the future – because financial freedom should give you the space to truly live. This means taking control of your money so you can do what makes you happy and focus on your family, not just your finances. It’s about following your heart and feeling free to change your mind. I’ll be with you every step of the way, through every decision and every success.
With thorough analysis, in-depth market research, and support from a team of expert tax and product specialists, I can help you reach your goals for financial freedom.
Are you a business owner?
A group benefits plan is an important part of the financial security plan of your business. Under a group benefits plan, financial risk associated with loss of life, disability and health-related expenses is shared and priced based on the lives of a group of people. With a group benefits plan, when a member of the group dies, becomes ill or needs healthcare services, the plan provides compensation according to the terms of the contract.
Make saving simple
Setting up automatic, pre-authorized chequing (PAC) contributions can make saving simple and potentially help you reach your long-term investment goals sooner.
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.