2081 Merivale Road, Nepean, ON, Canada
I want to understand what's important to you so we can build a picture of your future. We then create personalized strategies to help you meet that goal. I'm not a cookie-cutter advisor, and meeting regularly to you on track is important. To me you are a client, but you are also a person, perhaps a friend ... and definitely definitely not just a number.
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What do you love most about your job?
Everything. I love and live in my world, constantly evolving and getting better.
What inspired you to start your own business?
Ability to service clients and be independent within a big-brother environment.
Why should our clients choose you?
I care, I am honest, I am direct, I love what I do, and I have diverse knowledge base.
Can you provide your services online or remotely? If so, please add details.
Thanks to Covid-19, we are as efficient online/remote as we are in person!
What changes have you made to keep your customers safe from Covid-19?
Ability to efficiently do online appointments to clients needs.
Financial Advisor
Retirement Planning, Living in Retirement, Education Savings Plans, Holistic Household Financial and Estate Planning.