I’m passionate about helping individuals with personalized Financial Planning. The process includes Cashflow & Budgeting, Debt management, Insurance Protection, Investment Planning for retirement, trends, and reducing financial risk. My goal? To safeguard the dreams you and your family have for the future.
An independent CPF since 2000, now offering Fee for Service Financial Planning, Retirement Planning, Income (insurance) Protection & Legacy Planning. Also offering pre-nuptial planning, separation & divorce financial planning. Check out tfds.ca & peacemakersforfamilies.com
Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation. First half hour on me.
Centre 70 Suite 116- 7015 McLeod SW, Calgary, AB T2H2k6
We are open for business but due to COVID we are meeting via ZOOM.
Just let us know the day & time that works best.