Investment Representative
You don’t retire everyday
You likely have questions.
That's where I come in. Working together, I help my clients visualize their retirement. I listen. I ask questions.
By clarifying your goals, wants, needs and resources, I am then able to create an individualized financial plan to help you achieve that vision. Whether you are 20 years away from retirement, or 10 years into it, I can help. There is a lot in the media about how to save, but considerably less about how to tax-efficiently spend your hard-earned retirement dollars. I work with clients to monitor their plan and adjust as needed. Eventually, a retirement plan turns into an estate plan and I help clients with that, too.
Health Care Applications
Core, Core Plus and Elite
PlanDirect can help fill the gap between your provincial plan coverage and what you pay.
These plans are great options if you’re self-employed or don’t qualify for benefits with your employer.
Basic, Comprehensive and Premier
PlanDirect can help fill the gap between your provincial plan coverage and what you pay.
These plans are ideal if you’re close to retiring or losing benefits.
Make saving simple
Setting up automatic, pre-authorized chequing (PAC) contributions can make saving simple and potentially help you reach your long-term investment goals sooner.
Take action
Are you ready to take the next step towards planning for your financial future? Contact me today if you'd like to meet and discuss your financial needs.
Office: | 250-753-9955 ext. 533 |
Cell: | 250-756-6064 |
Fax: | 250-753-9953 |
Toll Free: | 1-888-238-0465 |
Book an appointment with me today if you'd like to meet and discuss your financial needs.
Canada Life Investment Management - Opens in a new window brings together leading investment managers to offer a relevant and diverse fund line-up that meets your needs through today’s changing market dynamics.
Whether you plan to help fund your child's education, build a successful business or retire comfortably, financial products and services should address specific needs in your financial security plan.
