Financial Planning

Financial planning is about more than preparing for retirement. It’s about working to achieve short-term and long-term goals, as well as helping to protect the most important people in your life.

As a Financial Advisor, I will work with you to create a solid financial plan that includes investment instruments and insurance while being flexible enough to meet your changing needs.

The first step to achieving financial security is creating a strong financial strategy. We will work together to prepare a plan that helps you:

  • Prepare for a secure ad comfortable retirement while minimizing taxes

  • Pro-actively manage and control debt, from major purchases to preparing for a child’s post-secondary education

  • Provide for your loved ones or heirs in the event of death, disability or critical illness