- Financial Planning and Advice
- Open/ Non-Registered Accounts
- Income Protection
- Group/ Employee Benefits
- Health Spending Accounts
As-needed consultation offered at a flat hourly rate, no commissions or extra fees.
Want to save up to 10 times what a traditional financial planner would cost?
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As an independent Certified Financial Planner my job is to help my clients manage their financial affairs and work towards their long-term financial goals with sound advice based on over 30 years of proven experience.
My services include assistance setting up and/or managing savings and investment accounts such as, but not limited to TFSAs, RRSPs, RRIFs, and open and non-registered accounts, as well as advice in regards to income protection and general financial planning.
My specialities also include group and employee benefits programs and Health Spending Accounts for small business owners in Canada (available to residents of British Columbia only).
Financial Clarity in the Midst of Change
Navigating divorce is a complex journey, both emotionally and financially. As a Chartered Financial Divorce Specialist, I offers specialized financial guidance to help you make informed decisions. Beyond asset division, I can help you understand the true worth and future impact of your financial choices. With over 30 years of experience, I will strive to empower you with foresight and hope, ensuring you’re not just legally protected but financially prepared for your fresh start.