I am happy to say that I am a proud Victorian through and through. I grew up in Victoria and other than the few transfers that were necessary while working for the bank, Victoria has remained my home my entire life. My career began 25 years ago in the Financial Planning industry. I am always pleased to be a part of the many community initiatives created by our company and those I take on personally. I have a young family with two wonderful children.ClientsI feel incredibly fortunate to have such a wonderful group of clients that feel more like friends and family. Through the steady contribution of referrals to friends and family I have created a cohesive clientele I feel privileged to serve daily. It is my pleasure to help navigate them all through the complexities of day to day financial planning. From Investments to Taxation and Insurance, all these areas can be difficult at times and can be a complex puzzle. For my clients, I make myself constantly available to clear up those questions and provide solutions. I assist in many areas of Financial Planning;- Building A Personal Financial Plan- Investment Portfolios design- RRSP’s, RRIF’s TFSA’s- Life/ Disability and Critical Illness Insurance- Long Term Care Insurance- Mortgages and Lines of Credit- Debt Management- Taxation (how to reduce the tax you pay!)Through the many years in assisting my clients what I have found to be most valuable to clients is communication. My commitment to clients is to meet regularly whether markets are up or down. I strive to have an intimate knowledge of all aspects of their lives and be a part of any financial solutions they need on a daily basis.