CFP, CLU, Ch.F.C, CHS
Financial Planner, Manulife Securities Investment Services Inc.
Life Insurance Agent Selectpath Benefits & Financial Inc.
Fax: 1 519 675 1331
Growing up, I always aspired to coach and motivate others. Having previously worked in consumer financial products and services, I saw an opportunity to coach clients and help them achieve financial success as an advisor.
Now, with over 25 years of experience, I can say that financial success comes from building a plan and establishing a relationship with you, the client. Through guidance, direction, and leadership me and my team can align your needs with the appropriate product and service.
We start by providing our clients with live planning, a process which allows us to anticipate your financial future before it happens. Through timely follow-ups and reviews, we educate you in order to ensure that you’re making informed financial decisions. Finally, we’ll be available to coach you through tough financial times, helping you deal with life as it happens and anticipating next steps so that you are riding on the wave instead of crashing under it.
What gets me out of bed every morning is helping clients solve financial problems that they may or may not be aware of and provide them with customized solutions to help them move forward in their financial lives. In short, I become a difference maker in my clients’ lives.
Contact me today if you are looking to make a difference in your life.