It isn't about your return on investment or your insurance premium (although, they'll likely be an important part of what we do together). Who is important to you and how do you want to take care of them when you're not here to do it anymore? This is about getting your financial goals to support your life, not working your life away to support your financial goals.
A wholesome and holistic look at your financial picture with your goals and dreams in mind. Make sure you're working smarter, not harder. I'd love to hear from you whether you just have a quick question or want to meet up for a complimentary consultation. I'll always respond personally and am happy just to meet and connect with people in the community.
A wholesome and holistic look at your financial picture with your goals and dreams in mind. Make sure you're working smarter, not harder. I'd love to hear from you whether you just have a quick question or want to meet up for a complimentary consultation. I'll always respond personally and am happy just to meet and connect with people in the community.
Services
But, what if I told you that a financial plan can mean retiring early, retiring comfortably, and getting to live your life in the meantime? As a Certified Financial Planner, I combine Tax Planning, Estate Planning, and Retirement Planning all into one so that you know that your whole financial picture works together to be as efficient and effective as possible.
The Disability Tax Benefit (aka Disability Tax Credit) is an under-accessed benefit that may mean thousands of extra dollars in your pocket each year. Many individuals and families are qualified for it but get lost in the application process or don't know what they may be entitled to in the first place!
Insurance is one of those things that we need but, it's kind of a pain. It can be expensive and confusing. Which is exactly why I pride myself on knowing the best companies and the best products so that you never pay more than you need to.
As an independent advisor and Certified Health Insurance Specialist (CHS), I can go to the top insurance companies in Canada and compare not only rates but the quality of insurance and the ease of putting insurance in place and dealing with the company over time.Whether you're looking to cover your mortgage or care for loved ones, life insurance allows you to rest easy knowing that things are taken care of.
As an independent advisor and Certified Health Insurance Specialist (CHS), I can go to the top insurance companies in Canada and compare not only rates but the quality of insurance and the ease of putting insurance in place and dealing with the company over time.Whether you're looking to cover your mortgage or care for loved ones, life insurance allows you to rest easy knowing that things are taken care of.
An investment portfolio is one of the ways that we can make sure you reach those goals and dreams that you've been working so hard towards. I'll look at your entire situation and consider tax planning, estate planning, and retirement goals and put an investment portfolio in place that looks at the big picture - not just your RRSP's.
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