Insurance and Financial Planner.
My team and I work to create financially independent Canadians. Through the delivery of tailored insurance advice and professional investment management strategies, the team works closely with each client to enable them to realize their financial goals.
I am a holder of the CLU and CHS designation with a Life and Mutual Fund license. An Advocis member, with over 10+ years experience in the financial service and Insurance industry. Together with the support of Bardaro Financial Group and Co-operators Financial Services Inc's best-in-class tools and resources, I provide all my clients with comprehensive wealth management solutions and insurance plan's for peace of mind.
Specializing in:
• ESG and SRI products – Responsible Investment Strategies
• Wealth Management Solutions
• Financial and Estate Planning
• Retirement and Education Planning
• Intergenerational Wealth Transfer
• Insurance Solutions
When I am not helping my clients reach their retirement goals or protecting their insurable needs, I am spending time with my family, travelling with friends and trying new restaurants.
CFP, CLU, CHS, EPC
Financial Planner
I commit our time and expertise to developing a personalized plan for you and your family. When you become a client, I will meet with you to discuss your immediate goals and longer term objectives. I will conduct a detailed financial assessment for you, then analyze that information to suggest the strategies best suited to you. Working together, I will implement your plan and review it regularly as your life changes.
As you go through life, there are many ages and stages where financial advice will be of great value to you. I will be with you every step of the way, providing you with the options and knowledge you need to make sound financial choices. Working behind the scene is our large team of financial planning experts, who specialize in investment, retirement, tax and life planning. these experts help me to keep on top of changes to government legislation that could impact your plan, global market movements and new financial options.
With my advice, your plan will help you to set saving targets, choose the best financial vehicles, and ensure you have the right mix of investments. Research has proven that individuals who follow a plan are more likely to start saving earlier and with more commitment, leading to a higher net worth.