4000 Steeles Avenue West, Vaughan, ON, Canada
My mission is to help clients gain an understanding of with key financial information. The guiding goal of the understanding is to help clients build their savings and reduce their fees to attain their goals such as build a home or reducing debt.
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What do you love most about your job?
The most satisfaction that i get from my work is when clients achieve their goals whether is purchasing a dream home or cottage, taking that special vacation with their family or build the retirement nest egg to have a fulfilling retirement.
Can you provide your services online or remotely? If so, please add details.
I am happy to work in person, remotely or online.
What changes have you made to keep your customers safe from Covid-19?
Covid-19 has presented may challenges and now a year and a half into the pandemic, we connect via video conferencing. This method is not ideal normally, but during this unprecedented time, it is the safest method to meet.
Financial Planning
Retirement Planning
Mortgage Planning
Debt Consolidation
Estate Planning
Travel Insurance