- Financial Security Advisor
- Mutual Fund Representative
Our comprehensive approach helps you achieve the best results. We adjust our plans to keep up with you throughout your life. Our team includes an accountant and a lawyer to make sure your financial strategy is in line with your income and your investment management and estate plans.
We work with YOUR goals, projects and dreams to build proactive strategies that change as your life changes. We work as a team to maximize opportunities for you, your family and your business.
Backed by a team of experienced professionals, which may include financial planners, notaries, lawyers and tax experts, I'll do more than a basic review with you — I'll consider every aspect of your financial security, including:
- Establishing a personal budget
- Reviewing your investments
- Evaluating any insurance needs
- Determining if you can reduce your taxes
- Planning your retirement
- Understanding your estate wishes, and any legal matters
After this process, I'm certain you'll have a clear picture of your finances, perhaps discovering opportunities you never thought were available to you.
My professional practice is characterized by the values I hold dear:
- Integrity and loyalty
- Availability and independence
- Professionalism and skill
- Exceptional service
I bring these values to every relationship in my practice.
I decided to work under the banner of SFL Wealth Management, one of the largest distribution networks of financial products and services in Canada, because I have access to many different financial companies. This allows me to make objective recommendations that are best suited to you and your situation.
SFL Wealth Management is a partner of Desjardins, the leading cooperative financial group in Canada, which gives my network proven financial stability and unmatched support.