I'm hosting Reviewing Your financial Road Map. Make sure to attend it on November 21.

I'm hosting Reviewing Your financial Road Map. Make sure to attend it on November 20.

I'm hosting Life Insurance as an Asset Class. Make sure to attend it tomorrow.

I'm hosting Life Insurance as an Asset Class. Make sure to attend it on October 22.

I'm hosting Life Insurance as an Asset Class. Make sure to attend it on October 22.

I'm hosting Life Insurance as an Asset Class. Make sure to attend it on October 22.

I'm hosting Life Insurance as an Asset Class. Make sure to attend it on October 22.

I'm hosting Life Insurance as an Asset Class. Make sure to attend it on October 22.

I'm hosting Life Insurance as an Asset Class. Make sure to attend it on October 22.

Some people will end up spending as many years retired as you did working. That’s a long time to cover expenses and have money to pay for your retirement dreams. Let’s discuss your retirement plan so you can feel more confident about your future.

Sometimes you just need a professional who's willing to hear you out. People come to you for your business services, right? Well, people come to me to create a financial roadmap that assesses their needs and goals. Pick up the phone and we can get started.

Now’s the time when you want every dollar to count. Let’s work together to create a strategy that let’s you breathe easy today while still saving for tomorrow.

Financial stress is continuing to build for Canadians in the face of inflation and rising interest rates. Are you worried about how this may affect your retirement? Let’s chat about how we can work together to help secure your retirement during a changing economic landscape.

As a business owner, you may be used to taking risks in business. But you don't need to take those same risks with your finances. Reach out and let’s create a strategy that focuses on business growth, risk mitigation and reaching your overall financial goals.

I'm hosting Tax efficient planning for small business owners. Make sure to attend it on June 4.

Let’s work together so you can feel confident in your savings when it comes time to retire. Transcript: Did you know? Canadian women retire 30% less wealthy than men*. *Mercer

I'm hosting Tax efficient planning for small business owners. Make sure to attend it on June 4.

I'm hosting Tax efficient planning for small business owners. Make sure to attend it on June 4.

I'm hosting Tax efficient planning for small business owners. Make sure to attend it on June 4.

Discover how to support your mom in planning for the future with practical advice on estate, legal, and care decisions.