Being an Independent Ottawa Financial Advisor that specializes working with Ottawa families allows me to place my clients needs and the planning process first. After I have an understanding of your needs, your goals and objectives, I can then piece together your plan with the best products and services from various financial and insurance companies. This allows me to act in my clients best interest, provide custom financial solutions and my clients can trust that my recommendations are based on THEIR needs.
Get a sound strategy and written retirement plan to help manage and invest your assets, maximize your retirement income and provide a detailed look at the estate planning process and the many considerations and strategies involved in developing an estate plan.Read More
With my planning process we sit down together and look at all the pieces of your financial puzzle. I then ask, "What do you want your financial Big Picture to look like?". I put the pieces together to make a complete picture so that you can retire to your something, not just from something.Read More
If something happened to you, you want to be certain you have the right coverage to protect your family, your lifestyle and everything you’ve worked hard to achieve. But there’s a lot to consider when buying insurance. What type of coverage is right for you? How much is enough?Read More
Sound financial advice is based on more than just your income level or the types of asset classes you invest in. For most individuals and families, money is a limited resource. Your financial objectives & goals must be prioritized and your cash flow allocated accordingly.Read More
I will help make complex financial concepts easy to understand. I take the time to clearly explain my recommendations so you can make an informed decision. My priority is to make sure your family is properly protected and be in the best financial position possible.
If you have questions about retirement or financial planning then take a look here. Tons of articles & information on Canadian financial planning topics such as life insurance, investing and more.