Halifax
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What do you love most about your job?
I love helping achieve their goals and improving their financial health.
What inspired you to start your own business?
I'm actually part of network of Financial Planners DFSIN, a subsidiary of the Desjardins Group.
Why should our clients choose you?
I have several financial planning designations, over 24 years industry experience and have helped hundred of clients achieve their financial goals.
Can you provide your services online or remotely? If so, please add details.
Yes, I'm able to offer services online via Microsoft Teams or Zoom, as well as email, fax, and Canada Post. Our office is centrally located in the Bayers Road Shopping Centre.
What changes have you made to keep your customers safe from Covid-19?
We have put plastic partitions up in the office, engage in hand sanitizing, social distancing, and clients must sign in the date and time of entering office so if contract tracing is necessary we have the appropriate information.
Investment Planning
If you're looking to safeguard your portfolio during these volatile times, we offer a wide range of non-correlated investments which can mitigate any market downturn.