It helps customers prepare for retirement and make more informed decisions about their funds. It offers comprehensive financial planning, from the creation of tax -efficient income flows to the temporal benefits of the Canada Pension Plan (CPP) and old -age security (OAS) to be certain that your portfolios take time as soon as it’s time to attain savings.
| Services | • Financial planning • Investment planning and implementation |
| Specializations | • Comprehensive financial planning • Retirement income planning • Tax planning |
| Payment model | • Fees paid by customers based on the assets managed by Advisor • Fees paid by customers for advice (not based on assets) |
| Languages ​​written and spoken | • English |
Why did you turn out to be a planner?
I even have all the time enjoyed budgeting and money management. It was exciting to learn that I could have a profession to assist individuals with their money. The financial planning fit my interest and skills.
What is your financial planning approach?
I give customers independent, skilled advice in an environment that is freed from sales pressure. I check the final financial image of a customer after which give implementable suggestions and proposals to provide help to optimize your funds and provide help to achieve your individual goals.
What is your proudest performance as a financial planner?
I made a decision to only turn out to be a planner for fees because I wanted to present financial advice without inherent distortion. I also desired to offer transparent pricing and don’t have any minimum requirements for assets in order that I can achieve individuals who appreciate independent advice but don’t necessarily have a big portfolio.
What is a customer success story you’ll be able to share?
The best success story is to present customers the trust, to present their employer their retirement with certainty and a transparent picture of their future.
What would you do if money wouldn’t be an object?
I could be the owner of an expert women’s sports franchise.
What is the very best money consultation you have ever received?
My father showed me how the mortgage payments were calculated. Seeing how payments mainly make interest firstly of a term caused me to be more aggressive when paying my very own debts. By accelerating payments, we’ve got been free for years and save 1000’s of interest.
What is the worst money consultation you have ever received?
Invest in something without understanding the underlying risk.
