My practice is built upon great client relationships. I’m very passionate and take great pride in helping families and businesses achieve financial success. We achieve this by building a strong, personalized financial plan, no matter the life stage, net worth or circumstance.
No two people are alike; no two situations are alike; finances change as life changes; life is full of planned and unexpected events. As such, I help prepare for, or navigate around, life’s circumstances by maximizing opportunities and minimizing risks.
I contribute much of my time providing resources and information by way of financial literacy workshops and presentations on various financial topics, empowering everyone I reach to make wise financial decisions.
New Vision Unlimited (NewVU), the social enterprise that has brought The HUB to Muskoka, has received the 2017 Rural Ontario Leaders Award in the category of outstanding non-government organization. The award recognizes outstanding leaders among rural residents, communities, businesses and organizations for work in improving the quality of life and economic well-being of rural Ontario. … Continue reading “Award Winners!”