What does a financial advisor mean to you? To me, it’s about helping you make your dreams come true.
I feel that way because I know my clients don’t dream of mutual funds. They don’t think about investments, but what those investments can bring them. They dream about family gatherings at the cottage. They plan their dream vacation. They imagine sitting under the sun with their grandchildren running at their feet. They prepare for retirement: one day.
Whatever your short or long-term financial goals – buying a home, paying for an education, insuring your future, living well in retirement, or planning your estate – I will work with you to develop a plan to help get you there.
I help women empower themselves with financial literacy. If I’m the advisor for you, it’s not because I guarantee returns – but because I guarantee hard work and commitment.
With me, you can expect someone reliable: when you have a question, you call me. You can expect dedication: when I have a question, I call you. I ask a lot from you, because I need to serve you the best I can.
My specialties include: reducing taxes, investment planning, education planning, saving for major purchases, cash management, estate planning and health/income protection. I take a long-term approach to financial planning.