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I'm on occasion asked why I chose a career as a financial planner. I've often said to many colleagues, it's not necessarily about the company you work for (IG is a great one), it's most importantly about the people (clients) you work with, and helping them achieve their financial goals. I always endeavour to put clients first in all that I do. I never take that for granted and strongly believe that any financial institution and/or advisor is privileged to have clients.
The best part of what I do is helping individuals and families achieve their financial goals. We all invest money to make money, but its the goals behind why we invest that are the key towards reaching those achievements. Whether its buying a vehicle, a new home, or passing the family cottage to children. We all have financial goals, and working with a comprehensive certified financial planner helps you get there.
My family has run their own businesses for years and I felt that I could offer more to people by running my own financial practice versus a 9 to 5 job.
I strive to provide written comprehensive financial plans that assist my clients towards achieving their financial goals while addresses any financial concerns they might have while getting there. Whether its reducing taxes, saving for home, finding out where the money will come from for retirement, leaving a legacy to your family, etc.
I work online and remotely, via Microsoft Teams platform
Moving temporarily from in person meetings to virtual meetings allows clients to still receiving the planning they deserve while keeping everyone safe.
