I understand your goals and dreams are unique
Whether you’re starting a new family, preparing for retirement or running a business, using an integrated planning process, I’ll work with you or your business to build a customized financial security plan that best fits your needs, helps you manage risk and brings your goals within reach.
After evaluating your needs, risk tolerance and life stage, I’ll recommend solutions that best help you achieve your goals.
Through comprehensive analysis, in-depth market research and the support of a team of highly-qualified tax and product specialists available to me through Freedom 55 Financial, I can help you make sense of your options.
Setting up automatic, pre-authorized chequing (PAC) contributions can make saving simple and potentially help you reach your long-term investment goals sooner.
GLC Asset Management Group's Market Matters monthly investment commentary - Opens in a new window will help to keep you informed when making financial decisions.