Helping you find clarity and confidence as you prepare for retirement, typically 10 to 15 years out, by guiding you through both the practical side of your finances and the mindset that shapes your financial decisions.

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Philosophy

• Plan first, then invest

• Focus on the long term

• Diversify

• Reduce Taxes

• Minimize Costs

• Stick to the plan

Plan First

I am committed to providing comprehensive financial guidance that encompasses all aspects of your financial well-being. Through our work together, we will develop strategies designed to help you achieve your objectives, including planning to inform your risk management and investment approach, wealth transfer solutions, tax optimization strategies, and sustainable retirement income planning. As a Certified Financial Planner, I use the Financial Planning Canada guidelines for plans. You can see the guidelines here: guidelines .

Smart Investing, Not Guessing

An approach grounded in academic research and financial science to make investment choices that make sense for you. This means building a mix of investments from around the world. Your portfolio will match how much risk you're comfortable with and align with the goals you're trying to achieve.

Your Emotions Matter

Money decisions aren't just about numbers - they involve emotions too. I understand that fear, excitement, biases, and worry all affect how you handle your finances. We'll work together to help you make educated choices even when emotions run high.

True Wealth is More Than Money

Real wealth isn't just about the dollars in your bank account. It's about you having freedom, choice, and time.