take the time to get to know my clients and what they want out of
life, whether it be a comfortable retirement or making a large
purchase, like buying a cottage. Utilizing my Diploma in Financial
Planning and the knowledge I have gained as I work towards earning my
CFP, I’ll help you define what is important and make a plan on how
these goals can be achieved. I pride myself on being able to align my
clients’ values with their investments for an enhanced experience.
I’m not at work, you can find me riding my motorcycle trying to
find new paths to explore. I’m also a big supporter of animal
rescues. We are currently loving our first rescue dog, Bandit.
take the time to go over your financial future, not only to make sure
you are on track to meet your goals, but
also to get professional advice to further your plans.