Investments

From Education to Retirement, and everything in-between.

The average student loan debt for a recent graduate is currently over $25,000. Can you imagine the cost in 15 years?
For as little as $25 a month, we can start a registered education savings fund for your little loved ones. Easing the burden of post secondary education for your child or grand-child.
Government grants are available to many- so let's make sure you take advantage!

Consistent returns and the right balance based on your tolerance- That is what I strive for with my client's investments.
Not all investments are created equal, so we will work to chose the best ones for your lifestyle and risk level.
RRSP's, TFSA's and non registered accounts can all play a part in your plan. Let's talk about what this means for you!
I will provide you a regular review of your account to make sure they are performing the best they can. With a dedicated advisor, you won't get lost in the shuffle!

Hoping to retire at 50? 60? Or are you worried you are stuck on Freedom 85?
Do you know how much you need to achieve that dream?
I will help you determine how much you will need to retire, and what steps we can take to get to that goal. Whether it is by putting away $50 a month or $20,000 a year, I will plan a budget that works for you and start you on the path to financial peace of mind.
No matter your age, all that matters is that you start now!