Multiple locations
Been working with families and individuals for the last 6 years, helping them create a better Financial future for themselves and generations to come.
I am able to take the non traditional approach by not having to charge my clients anything to have access to my advise and services.
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What do you love most about your job?
Helping families get better financial education around money. Bettering their financial future
What inspired you to start your own business?
I having the opportunity to change my own life by having ownership in something that i am very passionate about. Being able to help people in the most important area that most individuals think about every single day.
Also having the flexibility to work around my own schedule and make decisions based on my families needs
Why should our clients choose you?
I pride myself in helping families and individuals get the best financial advice by using the most credible products and services in the financial industry, and I do not charge my clients to provide this advice.
Can you provide your services online or remotely? If so, please add details.
I can provide my service in person and remotely.
I have an office where we can meet or we can meet by using the platform Zoom.
Investment/ Retiring
I can offer Registered Retirement Savings Plans (RRSPs), Non- Registered Accounts, or Tax-Free Savings Accounts (TFSA), with agreements with leading product providers, to help you save for retirement. While an RRSP is specifically designed for retirement savings, a TFSA can be used for this purpose or any savings goal.
Insurance Needs
Life's scenarios can vary from person to person, and from family to family. WFG’s insurance for groups and individuals can help cover you for a lifetime and help prepare you for when the unexpected happens with:
Life Insurance
Disability Insurance
Segregated Funds
Guaranteed Interest Accounts
Business Strategies
For the small business owner, we provide financial strategies for you, your employees and your business, including:
Insurance Strategies
Retirement Strategies
