I strive to offer superior service, crystal clear financial advice and recommendations based on the individual needs and goals of every client.
I seek to educate and help clients build a financial plan that suits their objectives and most importantly, identify the right tools, strategies and products to maximize their wealth potential.
My goal is to establish a working relationship with each client built on mutual trust and integrity – no pressure, just sound, honest and transparent advice. To this end, I do not charge for consultations and welcome any opportunity to give a second opinion.
In 2010, I graduated from the University of Saskatchewan with a Bachelor’s Degree in Commerce. In December of that year I started with ASF Advisory Group Inc. where I studied and became licensed to advise and sell segregated investment funds, life insurance, disability insurance and critical illness insurance. I also became a Notary Public.
In 2011, I completed the Exempt Market Products course and became a registered dealing representative to sell and advise on Exempt Securities through Meckelborg Financial Group LTD (MFG LTD), an exempt market dealer.
In 2014, I completed my designation in Financial Planning and became a Certified Financial Planner® professional.
In 2016, I completed the Canadian Securities Course with honours.
In July 2022, I completed a designation in investment management and was granted the Chartered Investment Manager® designation.
I am an independent business and financial advisor.
CFP®, FCSI, FCUIC, RRA, RIS
Over 20 Years experience, helping clients improve their financial well-being, specializing in Estate, Retirement and Tax planning. Located in Etobicoke at the 427 and Bloor.
As a serial entrepreneur, the majority of my career has been developing creative and much-valued products and services for the funeral and financial services industries. With two estate settlement kits and countless public speaking engagements under my belt, I've helped hundreds of thousands of people throughout North America fulfill the important duties during one of life's toughest times - the death of a loved one.
I'm here if you encounter any estate related questions/situations that you may be unsure of. Feel free to share them with me and I promise to return with succinct and easy to understand answer.
I look forward to connecting and helping you support the families you serve.
“Experience proves that Balance, Diversification, Time and Good management are the recipe for successful investing”
So true, with helping and enjoying the accomplishments with my clients and includes everything I personally try to accomplish in my everyday living.
I enjoy being active, coaching minor hockey and having lots of giggles, laughs, hugs and kisses with family and friends.
A good relationship with an advisor can help take the complexity out investing.
Investment Process
-understanding your financial goals, obstacles and interests
Investment Beliefs
-maintain objectivity, manage risks, and tax-smart investing
DFP
Dementia Friendly Professional
We know, given the aging population, this will occur with some clients. Advancing age is the number one risk factor for such conditions as dementia and Alzheimer’s disease
I create a safe and trusted practice / environment to prepare my clients along with family members in dealing challenges with financial management.
At Professional Investments
"We plan the creation, enjoyment and transfer of multi-generational wealth, for motivated people."
Over
thirty five years of progressive experience in proactive public and private sector organizations.
Fluently bilingual senior executive having advanced strategic, leadership and
visionary prowess with extensive experience in shaping culture, managing
change, interpreting and defining strategic priorities, and pursuing evolving
opportunities with a view to building personal and corporate wealth, enduring relationships, and sustainable
organizations.
I provide financial planning services to clients, work with their other professionals, implement investment and risk management solutions, and provide ongoing monitoring, accounting for life events and changes in objectives.
My investment dealer is Manulife Securities Incorporated.