My Process

What’s your life stage?

Pre-retiree or retiree? I can guide you through holistic planning in intergenerational wealth transfer, cash flow, long-term care, retirement and estate planning (including counsel at family meetings to share thoughts, wishes and objectives); establishing and updating wills, powers of attorney and trusts; using insurance as a safety net; and appointing an appropriate executor to ensure your benefactors are secured for the future.

Young professional? I can counsel you on home ownership, debt management, stewardship of family wealth, saving and investing for retirement, and professional referrals to help you build a trusted network.

Business owner/entrepreneur? Whether start-up or mature business, I can help align your personal goals and priorities with the income-generating needs you face as an owner, including cash-flow management, capital preservation, financing, tax and succession planning, etc.

Parent, guardian or primary caregiver? I can help you preparing an effective education savings plan that includes calculating the cost of a post-secondary education; creating a savings strategy; determining account types in an RESP; advice on balancing financial priorities; and implementing and monitoring, your education funding.

Living with or caring for someone with a disability? I can address ways to improve your financial well-being through solutions that include potential government benefits and tax credits, and developing a financial plan with decision-making directives and insurance alternatives.

Contact me to discuss the many ways I can help you to achieve your vision.