Financial Consultant with Investors Group Financial Services Inc. helping families and small business owners in creating and realizing their financial plans.
Life is rich and varied.
Your financial plan should be too.
I am an all-round financial services coach, backed by a team of specialists. I provide exceptional service to a limited number of families and small business owners. Our partnership helps them to reach their financial goals by taking a long-term holistic approach to success. My practice grows by helping those that clients care most about.
Over the past 20 years I have helped clients to: reduce their taxes, implement wealth management strategies, become debt-free sooner, create effective retirement and succession plans, and protect their future against unforeseen risks. Clients know I provide continuous, honest guidance to bullet-proof their ever-changing and unique financial situation.
My vision is to help improve clients’ financial well-being.
RESP tip: An RESP can be used for more than tuition, like rent and student fees. Contact me to learn more. https://t.co/Lsf7lart6m
investorsgroup.com With education costs steadily rising, it makes sense to start saving early for your children’s education. Ideally, you’ll have a Registered Education Savings Plan (RESP) that has received years of compounding growth and government grants by the time they’re done high school. But how much do you need...
[11/16/17] An RESP is often associated only with school tuition, but did you know you can use it for other education-related expenses? Rent or student fees, for example, can be covered by an RESP. Contact me to learn more. http://goo.gl/HYMH4U
Congratulations to Guy and Craig on the grand opening of their new venture in Collingwood.
Embrace change: here are 5 things your business needs to know about upcoming #CPP changes: #retirement https://t.co/TpFpNih9ai
investorsgroup.com Significant changes to the Canada Pension Plan come into effect in 2019. Start getting ready now.
[11/09/17] Watch: This recorded webinar will demonstrate how insurance as a financial tool can help you grow your wealth, increase your estate, and complement your existing portfolio. https://goo.gl/XkmYqd
Today the government backed away from measures relating to the conversion of income into capital gains. Learn more here: https://goo.gl/GZe1MU
New article covers important topics, like financial advice from your future self. https://t.co/UwhJ8VyOMP
investorsgroup.com 3 crucial savings tips you need to know about now.
[09/26/17] Change is coming. Here are five things your business needs to know about adjustments being made to the Canada Pension Plan in 2019. https://goo.gl/CA1mNe
Help your “boomerang kids” leave the nest without sacrificing your #retirement goals: https://t.co/SpcP7qV6yl
theglobeandmail.com The Globe and Mail offers the most authoritative news in Canada, featuring national and international news
[09/13/17] To help children who have returned to the nest without putting your own retirement at risk, balance is key, says Toronto Regional Director Sue Neal in an interview with The Globe and Mail: https://goo.gl/fJ7X4m
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