Retire with confidence
Invest smarter, reduce taxes and create a retirement paycheque.
You've worked hard and are financially in a good place. However, you aren't sure if your retirement plan is structured correctly to minimize tax and maximize your income. You don't want to leave your financial future to chance. You want to be confident that your money is going to last when you retire.
The Canadian financial system can be complicated and overwhelming when you are planning to retire, even if you are a good saver.
As a Certified Financial Planner® (CFP®) professional, I help simplify your financial life, so you can be confident that you are making the right moves with your money and feel excited about the future.
You can have peace of mind knowing that I have met rigorous education and ethical standards to create a financial plan that prioritizes your goals and considers your entire financial picture.
In addition to serving clients, I host the Canadian Money Roadmap podcast.
CLARITY AND DIRECTION
Retirement planning and investment advice
for Canadians over age 45
I want to help you create a retirement where you can spend more time doing the things that matter most to you, whether that's more travel, volunteering, time with your family, or enjoying your hobbies.
/ Retirement planning
/ Retirement income
/ Investment advice and Implementation
/ Tax planning
/ Charitable giving strategy
PEACE OF MIND
Get your retirement plan on track
1. SCHEDULE A CALL
Schedule a free 15-minute introductory call to make sure your situation matches my expertise.
2. CREATE A PLAN
Let's create a financial plan that helps you retire with confidence.
3. LIVE AND GIVE
Spend more time doing the things that matter most to you.