“I am committed to fostering strong long-term relationships with my clients, where providing trusted and personalized advice is at the heart of my approach.”
As a Scotiabank Investment Specialist, I draw on my investment and financial planning experience to help you feel more confident in your financial future. You define investment success – I will help you get there with advice and solutions that support your vision.
I’ll work with you to create a customized financial plan that articulates your investment objectives in a way that’s meaningful to you. With ongoing advice and a plan that’s designed to keep pace with your life, you can confidently manage today’s priorities while preparing for the needs of you and your family in the future. Knowing how demanding life can get, I can work with your schedule to meet when and where it’s convenient for you.
Using a disciplined approach, I can provide the following services:
• Assess your current financial situation
• Create a customized financial plan
• Recommend suitable investments
• Cash flow and debt analysis
• Track your progress and refine plan as necessary
• Plan for your retirement needs
• Implement tax deferral strategies
• Insight on economic and market events
To help you manage your entire financial picture, I can provide you with guided access to specialized professionals for tax and estate planning, business succession and financing needs.
Contact me today for a complimentary investment review.